SUMMIT FINANCIAL STRATEGIES, INC. – Vanguard Total Stock Market Index Fund Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$773,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.68% | 71 shares | -26K | $179.47 | 4.30K |
| Q2 2022 | share | Increase | +11.89% | 450 shares | -63K | $188.62 | 4.23K |
| Q1 2022 | share | Decrease | -29.75% | -1.60K shares | -439K | $227.67 | 3.78K |
| Q4 2021 | share | Increase | +0.11% | 6 shares | 106K | $242.21 | 5.38K |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $222.06 | 5.38K | |
| Q2 2021 | share | Increase | 0.00% | 5.38K shares | 1.19M | $222.12 | 5.38K |
| Q1 2021 | share | Decrease | -100.00% | -6.67K shares | -1.3M | $205.41 | 0 |
| Q4 2020 | share | Decrease | -2.91% | -200 shares | 129K | $192.8 | 6.67K |
| Q3 2020 | share | 0.00% | 0 shares | 95K | $168.02 | 6.87K | |
| Q2 2020 | share | Increase | +316.03% | 5.22K shares | 863K | $153.8 | 6.87K |
| Q1 2020 | share | Increase | 0.00% | 1.65K shares | 213K | $126.1 | 1.65K |