SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Vanguard Real Estate Index Fund Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$0
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-12.01%
quarter
Vanguard Real Estate Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -2.52K shares | -239K | $80.17 | 0 |
| Q2 2022 | share | Decrease | -2.44% | -63 shares | -41K | $91.11 | 2.52K |
| Q1 2022 | share | Decrease | -26.18% | -917 shares | -123K | $108.37 | 2.58K |
| Q4 2021 | share | Increase | +3.98% | 134 shares | 60K | $115.69 | 3.50K |
| Q3 2021 | share | Decrease | -0.24% | -8 shares | -1K | $101.78 | 3.36K |
| Q2 2021 | share | Increase | +18.74% | 533 shares | 102K | $101.16 | 3.37K |
| Q1 2021 | share | Decrease | -1.28% | -37 shares | 15K | $90.64 | 2.84K |
| Q4 2020 | share | Increase | +0.52% | 15 shares | 2K | $83.32 | 2.88K |
| Q3 2020 | share | Decrease | -20.81% | -753 shares | -59K | $76.25 | 2.86K |
| Q2 2020 | share | Decrease | -4.46% | -169 shares | 21K | $75.26 | 3.61K |
| Q1 2020 | share | Increase | +36.26% | 1.00K shares | -1K | $66.29 | 3.78K |
| Q4 2019 | share | Increase | +3.42% | 92 shares | 14K | $87.41 | 2.78K |
| Q3 2019 | share | Decrease | -0.44% | -12 shares | 14K | $86.92 | 2.68K |
| Q2 2019 | share | Decrease | -0.55% | -15 shares | -1K | $80.82 | 2.7K |
| Q1 2019 | share | Decrease | -0.11% | -3 shares | 34K | $79.61 | 2.71K |
| Q4 2018 | share | Decrease | -37.33% | -1.61K shares | -128K | $67.83 | 2.71K |
| Q3 2018 | share | Increase | +11.12% | 434 shares | 36K | $72.52 | 4.33K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $72.19 | 3.90K | |
| Q1 2018 | share | Increase | +22.08% | 706 shares | 30K | $66.27 | 3.90K |
| Q4 2017 | share | Increase | 0.00% | 3.19K shares | 265K | $72.17 | 3.19K |