SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard Small Cap Value Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$237,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.94% | -50 shares | -18K | $143.4 | 1.65K |
| Q2 2022 | share | Increase | +0.83% | 14 shares | -42K | $149.82 | 1.70K |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $175.94 | 1.68K | |
| Q4 2021 | share | Decrease | -9.93% | -186 shares | -15K | $178.69 | 1.68K |
| Q3 2021 | share | Increase | +11.09% | 187 shares | 24K | $169.26 | 1.87K |
| Q2 2021 | share | Increase | 0.00% | 1.68K shares | 293K | $172.99 | 1.68K |
| Q4 2018 | share | Decrease | -100.00% | -1.72K shares | -240K | $108.17 | 0 |
| Q3 2018 | share | Increase | +2.08% | 35 shares | 11K | $131.18 | 1.72K |
| Q2 2018 | share | Increase | 0.00% | 1.68K shares | 229K | $127.1 | 1.68K |