SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard S&P Small-Cap 600 Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$305,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-5.04%
quarter
Vanguard S&P Small-Cap 600 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.78% | 120 shares | 4K | $161.46 | 1.89K |
| Q2 2022 | share | Decrease | -48.92% | -1.69K shares | -385K | $170.03 | 1.77K |
| Q1 2022 | share | Increase | +40.45% | 998 shares | 168K | $198.03 | 3.46K |
| Q4 2021 | share | Increase | +2.28% | 55 shares | 32K | $210.27 | 2.46K |
| Q3 2021 | share | Decrease | -9.66% | -258 shares | -68K | $201.53 | 2.41K |
| Q2 2021 | share | Increase | 0.00% | 2.67K shares | 554K | $207.44 | 2.67K |
| Q1 2021 | share | Decrease | -100.00% | -2.39K shares | -401K | $198.91 | 0 |
| Q4 2020 | share | Decrease | -1.89% | -46 shares | 86K | $167.77 | 2.39K |
| Q3 2020 | share | Increase | +1.71% | 41 shares | 15K | $127.74 | 2.43K |
| Q2 2020 | share | Increase | 0.00% | 2.39K shares | 300K | $123.77 | 2.39K |