SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard 500 Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$2.42M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.27% | -249 shares | -223K | $328.3 | 7.37K |
| Q2 2022 | share | Decrease | -12.02% | -1.04K shares | -953K | $346.88 | 7.62K |
| Q1 2022 | share | Increase | +32.91% | 2.14K shares | 751K | $415.17 | 8.66K |
| Q4 2021 | share | Increase | +1.49% | 96 shares | 313K | $437.77 | 6.52K |
| Q3 2021 | share | Increase | +3.41% | 212 shares | 89K | $394.4 | 6.42K |
| Q2 2021 | share | Increase | 0.00% | 6.21K shares | 2.44M | $392.24 | 6.21K |
| Q1 2021 | share | Decrease | -100.00% | -5.76K shares | -1.98M | $361.88 | 0 |
| Q4 2020 | share | Increase | +3.04% | 170 shares | 260K | $340.23 | 5.76K |
| Q3 2020 | share | Decrease | -4.10% | -239 shares | 68K | $303.31 | 5.59K |
| Q2 2020 | share | Increase | +80.54% | 2.60K shares | 889K | $278.24 | 5.83K |
| Q1 2020 | share | Increase | +63.07% | 1.25K shares | 179K | $231.3 | 3.23K |
| Q4 2019 | share | Increase | +54.12% | 696 shares | 235K | $287.62 | 1.98K |
| Q3 2019 | share | Increase | 0.00% | 1.28K shares | 351K | $263.78 | 1.28K |