SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Vanguard Growth Index Fund Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$28.68M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 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 | -4.60% | -6.30K shares | -4.00M | $213.95 | 130.75K |
| Q2 2022 | share | Decrease | -6.74% | -9.91K shares | -9.57M | $222.89 | 137.05K |
| Q1 2022 | share | Increase | +3.30% | 4.7K shares | -3.14M | $287.6 | 146.97K |
| Q4 2021 | share | Increase | +1.82% | 2.53K shares | 4.86M | $322.48 | 142.27K |
| Q3 2021 | share | Decrease | -1.20% | -1.69K shares | -18K | $290.17 | 139.73K |
| Q2 2021 | share | Decrease | -1.06% | -1.51K shares | 4.35M | $286.51 | 141.43K |
| Q1 2021 | share | Decrease | -0.07% | -100 shares | 3.65M | $256.43 | 142.94K |
| Q4 2020 | share | Increase | +1.02% | 1.44K shares | 1.18M | $252.36 | 143.04K |
| Q3 2020 | share | Decrease | -20.76% | -37.10K shares | -6.28M | $226.32 | 141.60K |
| Q2 2020 | share | Increase | +2.00% | 3.50K shares | 9.35M | $200.57 | 178.70K |
| Q1 2020 | share | Increase | +33.79% | 44.24K shares | 3.74M | $155.19 | 175.20K |
| Q4 2019 | share | Increase | +0.84% | 1.09K shares | 2.82M | $179.98 | 130.95K |
| Q3 2019 | share | Decrease | -0.07% | -85 shares | 504K | $163.82 | 129.86K |
| Q2 2019 | share | Increase | +8.97% | 10.70K shares | 2.24M | $160.6 | 129.95K |
| Q1 2019 | share | Increase | +0.84% | 994 shares | 3.10M | $153.36 | 119.24K |
| Q4 2018 | share | Increase | +0.09% | 109 shares | -1.8M | $131.34 | 118.25K |
| Q3 2018 | share | Decrease | -0.86% | -1.02K shares | 777K | $156.79 | 118.14K |
| Q2 2018 | share | Decrease | -0.17% | -205 shares | -29K | $145.44 | 119.16K |
| Q1 2018 | share | Increase | +0.88% | 1.03K shares | 293K | $137.36 | 119.37K |
| Q4 2017 | share | Increase | +1.97% | 2.28K shares | 1.23M | $135.83 | 118.33K |
| Q3 2017 | share | Increase | +9.19% | 9.76K shares | 1.90M | $127.77 | 116.05K |
| Q2 2017 | share | Increase | +33.97% | 26.95K shares | 3.85M | $121.89 | 106.28K |
| Q1 2017 | share | Increase | +13.09% | 9.18K shares | 1.83M | $116.42 | 79.33K |
| Q4 2016 | share | Decrease | -0.29% | -204 shares | -79K | $106.35 | 70.15K |
| Q3 2016 | share | Increase | +137.59% | 40.74K shares | 4.72M | $106.62 | 70.35K |
| Q2 2016 | share | Increase | 0.00% | 29.61K shares | 3.17M | $101.44 | 29.61K |