SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard Growth Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$582,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.95% | -26 shares | -30K | $213.95 | 2.71K |
| Q2 2022 | share | Decrease | -1.37% | -38 shares | -188K | $222.89 | 2.74K |
| Q1 2022 | share | Decrease | -15.36% | -505 shares | -255K | $287.6 | 2.78K |
| Q4 2021 | share | Increase | +78.16% | 1.44K shares | 520K | $322.48 | 3.28K |
| Q3 2021 | share | 0.00% | 0 shares | 6K | $290.17 | 1.84K | |
| Q2 2021 | share | Increase | 0.00% | 1.84K shares | 529K | $286.51 | 1.84K |
| Q1 2021 | share | Decrease | -100.00% | -2.57K shares | -652K | $256.43 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 67K | $252.36 | 2.57K | |
| Q3 2020 | share | Decrease | -5.48% | -149 shares | 35K | $226.32 | 2.57K |
| Q2 2020 | share | Increase | +60.34% | 1.02K shares | 284K | $200.57 | 2.72K |
| Q1 2020 | share | Decrease | -0.88% | -15 shares | -46K | $155.19 | 1.69K |
| Q4 2019 | share | Increase | +4.39% | 72 shares | 39K | $179.98 | 1.71K |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $163.82 | 1.64K | |
| Q2 2019 | share | 0.00% | 0 shares | 11K | $160.6 | 1.64K | |
| Q1 2019 | share | 0.00% | 0 shares | 37K | $153.36 | 1.64K | |
| Q4 2018 | share | Decrease | -9.74% | -177 shares | -73K | $131.34 | 1.64K |
| Q3 2018 | share | Decrease | -8.19% | -162 shares | -3K | $156.79 | 1.81K |
| Q2 2018 | share | 0.00% | 0 shares | 15K | $145.44 | 1.97K | |
| Q1 2018 | share | 0.00% | 0 shares | 3K | $137.36 | 1.97K | |
| Q4 2017 | share | Decrease | -13.01% | -296 shares | -24K | $135.83 | 1.97K |
| Q3 2017 | share | 0.00% | 0 shares | 13K | $127.77 | 2.27K | |
| Q2 2017 | share | Increase | 0.00% | 2.27K shares | 289K | $121.89 | 2.27K |
| Q1 2017 | share | Decrease | -100.00% | -2.27K shares | -254K | $116.42 | 0 |
| Q4 2016 | share | 0.00% | 0 shares | -1K | $106.35 | 2.27K | |
| Q3 2016 | share | 0.00% | 0 shares | 11K | $106.62 | 2.27K | |
| Q2 2016 | share | 0.00% | 0 shares | 2K | $101.44 | 2.27K | |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $100.42 | 2.27K |