SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Vanguard Mid Cap Index Fund Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$2.78M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.76% | -394 shares | -173K | $187.98 | 13.86K |
| Q2 2022 | share | Decrease | -0.60% | -86 shares | -458K | $196.97 | 14.25K |
| Q1 2022 | share | Decrease | -2.75% | -405 shares | -322K | $237.84 | 14.34K |
| Q4 2021 | share | Decrease | -1.38% | -207 shares | 193K | $254.95 | 14.74K |
| Q3 2021 | share | Decrease | -3.36% | -520 shares | -132K | $236.76 | 14.95K |
| Q2 2021 | share | Decrease | -15.75% | -2.89K shares | -125K | $236.75 | 15.47K |
| Q1 2021 | share | Decrease | -81.92% | -83.21K shares | -14.10M | $220.14 | 18.37K |
| Q4 2020 | share | Increase | +1.13% | 1.13K shares | -86K | $205.06 | 101.58K |
| Q3 2020 | share | Decrease | -3.22% | -3.34K shares | 732K | $174.01 | 100.44K |
| Q2 2020 | share | Increase | +13.20% | 12.1K shares | 4.96M | $161.2 | 103.79K |
| Q1 2020 | share | Increase | +5.03% | 4.39K shares | -3.37M | $128.95 | 91.69K |
| Q4 2019 | share | Increase | +5.46% | 4.51K shares | 1.86M | $173.69 | 87.30K |
| Q3 2019 | share | Increase | +3.27% | 2.62K shares | 402K | $162.47 | 82.78K |
| Q2 2019 | share | Increase | +7.07% | 5.29K shares | 1.17M | $161.53 | 80.16K |
| Q1 2019 | share | Increase | +1.14% | 843 shares | 1.99M | $154.8 | 74.86K |
| Q4 2018 | share | Decrease | -13.07% | -11.13K shares | -2.80M | $132.61 | 74.02K |
| Q3 2018 | share | Increase | +2.91% | 2.41K shares | 278K | $156.74 | 85.15K |
| Q2 2018 | share | Decrease | -0.73% | -608 shares | -94K | $149.8 | 82.74K |
| Q1 2018 | share | Increase | +22.21% | 15.14K shares | 2.29M | $146.03 | 83.35K |
| Q4 2017 | share | Increase | +9.64% | 5.99K shares | 1.41M | $146.08 | 68.20K |
| Q3 2017 | share | Increase | +40.10% | 17.80K shares | 2.81M | $138.16 | 62.20K |
| Q2 2017 | share | Increase | +143.22% | 26.14K shares | 3.78M | $133.49 | 44.40K |
| Q1 2017 | share | Increase | +58.90% | 6.76K shares | 1.03M | $129.99 | 18.25K |
| Q4 2016 | share | Increase | +11.02% | 1.14K shares | 172K | $122.48 | 11.48K |
| Q3 2016 | share | Increase | 0.00% | 10.34K shares | 1.34M | $119.85 | 10.34K |