SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard Short-Term Inflation-Protected Securities Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$354,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-4.01%
quarter
Vanguard Short-Term Inflation-Protected Securities Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.39% | -419 shares | -36K | $48.11 | 7.36K |
| Q2 2022 | share | Increase | +18.40% | 1.20K shares | 54K | $50.12 | 7.77K |
| Q1 2022 | share | Increase | +0.77% | 50 shares | 1K | $51.21 | 6.57K |
| Q4 2021 | share | 0.00% | 0 shares | -8K | $51.4 | 6.52K | |
| Q3 2021 | share | Increase | +22.72% | 1.20K shares | 65K | $51.71 | 6.52K |
| Q2 2021 | share | Increase | 0.00% | 5.31K shares | 278K | $51.07 | 5.31K |
| Q1 2021 | share | Decrease | -100.00% | -6.88K shares | -352K | $50.22 | 0 |
| Q4 2020 | share | Increase | +7.67% | 490 shares | 26K | $49.7 | 6.88K |
| Q3 2020 | share | Increase | +6.52% | 391 shares | 25K | $49.03 | 6.39K |
| Q2 2020 | share | Decrease | -31.14% | -2.71K shares | -123K | $48.21 | 5.99K |
| Q1 2020 | share | Increase | +7.62% | 617 shares | 25K | $46.82 | 8.71K |
| Q4 2019 | share | Decrease | -7.06% | -615 shares | -28K | $47.36 | 8.09K |
| Q3 2019 | share | Decrease | -30.24% | -3.77K shares | -189K | $46.8 | 8.71K |
| Q2 2019 | share | Decrease | -44.66% | -10.07K shares | -482K | $46.64 | 12.48K |
| Q1 2019 | share | Decrease | -80.40% | -92.55K shares | -4.41M | $45.88 | 22.56K |
| Q4 2018 | share | Decrease | -75.32% | -351.30K shares | -17.04M | $45.16 | 115.11K |
| Q3 2018 | share | Increase | +4.88% | 21.69K shares | 836K | $45.25 | 466.41K |
| Q2 2018 | share | Increase | +4.66% | 19.80K shares | 942K | $45.21 | 444.72K |
| Q1 2018 | share | Increase | +5.41% | 21.79K shares | 1.10M | $44.99 | 424.91K |
| Q4 2017 | share | Increase | +6.66% | 25.16K shares | 991K | $44.91 | 403.12K |
| Q3 2017 | share | Increase | +3.67% | 13.38K shares | 742K | $44.81 | 377.96K |
| Q2 2017 | share | Increase | 0.00% | 364.58K shares | 17.94M | $44.61 | 364.58K |
| Q1 2017 | share | Decrease | -100.00% | -336.51K shares | -16.54M | $44.83 | 0 |
| Q4 2016 | share | Increase | +0.94% | 3.13K shares | -9K | $44.55 | 336.51K |
| Q3 2016 | share | Increase | +9.77% | 29.66K shares | 1.52M | $44.65 | 333.38K |
| Q2 2016 | share | Increase | +1.02% | 3.06K shares | 257K | $44.5 | 303.71K |
| Q1 2016 | share | Increase | +2.03% | 5.97K shares | 523K | $44.18 | 300.65K |