SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard FTSE All-World ex-US Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$804,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-11.21%
quarter
Vanguard FTSE All-World ex-US Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.60% | -1.70K shares | -187K | $44.36 | 18.13K |
| Q2 2022 | share | Increase | +0.26% | 52 shares | -149K | $49.96 | 19.83K |
| Q1 2022 | share | Decrease | -0.41% | -82 shares | -78K | $57.59 | 19.78K |
| Q4 2021 | share | Decrease | -4.79% | -1K shares | -54K | $61.39 | 19.86K |
| Q3 2021 | share | 0.00% | 0 shares | -51K | $60.96 | 20.86K | |
| Q2 2021 | share | Increase | 0.00% | 20.86K shares | 1.32M | $63.01 | 20.86K |
| Q1 2021 | share | Decrease | -100.00% | -16.66K shares | -973K | $59.84 | 0 |
| Q4 2020 | share | Decrease | -0.41% | -68 shares | 129K | $57.4 | 16.66K |
| Q3 2020 | share | Decrease | -3.44% | -596 shares | 19K | $49.23 | 16.73K |
| Q2 2020 | share | Increase | +1.78% | 303 shares | 127K | $46.15 | 17.32K |
| Q1 2020 | share | Increase | 0.00% | 17.02K shares | 698K | $39.55 | 17.02K |