SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard S&P Mid-Cap 400 Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$704,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-2.96%
quarter
Vanguard S&P Mid-Cap 400 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.51% | 116 shares | -3K | $148.6 | 4.73K |
| Q2 2022 | share | Decrease | -37.19% | -2.73K shares | -630K | $153.13 | 4.61K |
| Q1 2022 | share | Increase | +66.34% | 2.93K shares | 490K | $181.81 | 7.35K |
| Q4 2021 | share | 0.00% | 0 shares | 59K | $191.28 | 4.42K | |
| Q3 2021 | share | 0.00% | 0 shares | -17K | $178.13 | 4.42K | |
| Q2 2021 | share | Increase | 0.00% | 4.42K shares | 805K | $181.35 | 4.42K |
| Q1 2021 | share | Decrease | -100.00% | -4.20K shares | -654K | $175.39 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 126K | $154.33 | 4.20K | |
| Q3 2020 | share | Decrease | -0.97% | -41 shares | 17K | $123.93 | 4.20K |
| Q2 2020 | share | Increase | 0.00% | 4.24K shares | 511K | $118.33 | 4.24K |