SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Vanguard Total Stock Market Index Fund Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$6.58M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 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 | Decrease | -12.43% | -4.9K shares | -1.22M | $179.47 | 34.50K |
| Q2 2022 | share | Decrease | -1.95% | -782 shares | -1.34M | $188.62 | 39.40K |
| Q1 2022 | share | Increase | +26.60% | 8.44K shares | 1.45M | $227.67 | 40.19K |
| Q4 2021 | share | Decrease | -17.37% | -6.67K shares | -833K | $242.21 | 31.74K |
| Q3 2021 | share | Increase | +0.51% | 196 shares | 15K | $222.06 | 38.41K |
| Q2 2021 | share | Decrease | -4.98% | -2.00K shares | 687K | $222.12 | 38.22K |
| Q1 2021 | share | Increase | +0.30% | 121 shares | 1M | $205.41 | 40.22K |
| Q4 2020 | share | Decrease | -1.67% | -680 shares | -52K | $192.8 | 40.1K |
| Q3 2020 | share | Increase | +0.76% | 308 shares | 396K | $168.02 | 40.78K |
| Q2 2020 | share | Decrease | -3.11% | -1.29K shares | 971K | $153.8 | 40.47K |
| Q1 2020 | share | Decrease | -1.03% | -433 shares | -1.43M | $126.1 | 41.77K |
| Q4 2019 | share | Decrease | -19.41% | -10.16K shares | -942K | $159.31 | 42.20K |
| Q3 2019 | share | Decrease | -5.95% | -3.31K shares | -469K | $146.23 | 52.36K |
| Q2 2019 | share | Decrease | -3.57% | -2.06K shares | -115K | $144.68 | 55.68K |
| Q1 2019 | share | Increase | +46.18% | 18.24K shares | 3.43M | $138.98 | 57.74K |
| Q4 2018 | share | Decrease | -6.42% | -2.70K shares | -899K | $121.91 | 39.5K |
| Q3 2018 | share | Increase | +3.53% | 1.44K shares | 407K | $142.09 | 42.20K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $132.7 | 40.76K | |
| Q1 2018 | share | Increase | +252.52% | 29.20K shares | 3.94M | $127.71 | 40.76K |
| Q4 2017 | share | Decrease | -4.38% | -530 shares | 20K | $128.62 | 11.56K |
| Q3 2017 | share | Decrease | -19.87% | -3K shares | -312K | $120.78 | 12.09K |
| Q2 2017 | share | Decrease | -48.99% | -14.5K shares | -1.71M | $115.56 | 15.09K |
| Q1 2017 | share | Decrease | -0.57% | -170 shares | 158K | $112.13 | 29.59K |
| Q4 2016 | share | Increase | +0.68% | 200 shares | 141K | $106.11 | 29.76K |
| Q3 2016 | share | Decrease | -52.25% | -32.35K shares | -3.34M | $101.8 | 29.56K |
| Q2 2016 | share | Decrease | -31.28% | -28.19K shares | -2.81M | $97.51 | 61.92K |
| Q1 2016 | share | Increase | +4.55% | 3.92K shares | 457K | $94.96 | 90.11K |