SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard Health Care Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$444,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-5.01%
quarter
Vanguard Health Care Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -24K | $223.7 | 1.98K | |
| Q2 2022 | share | 0.00% | 0 shares | -37K | $235.5 | 1.98K | |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $254.38 | 1.98K | |
| Q4 2021 | share | Decrease | -32.36% | -950 shares | -197K | $267.51 | 1.98K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $247.16 | 2.93K | |
| Q2 2021 | share | Increase | 0.00% | 2.93K shares | 726K | $246.25 | 2.93K |
| Q1 2021 | share | Decrease | -100.00% | -1.98K shares | -444K | $227.29 | 0 |
| Q4 2020 | share | Increase | +5.30% | 100 shares | 59K | $221.68 | 1.98K |
| Q3 2020 | share | 0.00% | 0 shares | 22K | $201.34 | 1.88K | |
| Q2 2020 | share | Decrease | -3.73% | -73 shares | 38K | $189.54 | 1.88K |
| Q1 2020 | share | 0.00% | 0 shares | -51K | $162.77 | 1.95K | |
| Q4 2019 | share | 0.00% | 0 shares | 48K | $187.44 | 1.95K | |
| Q3 2019 | share | 0.00% | 0 shares | -13K | $163.3 | 1.95K | |
| Q2 2019 | share | 0.00% | 0 shares | 3K | $168.76 | 1.95K | |
| Q1 2019 | share | 0.00% | 0 shares | 23K | $166.24 | 1.95K | |
| Q4 2018 | share | 0.00% | 0 shares | -38K | $153.81 | 1.95K | |
| Q3 2018 | share | Increase | 0.00% | 1.95K shares | 353K | $172.15 | 1.95K |