SUMMIT FINANCIAL, LLC – Vanguard 500 Index Fund Transaction History
SUMMIT FINANCIAL, LLC portfolio value:
$32.28M
portfolio value
SUMMIT FINANCIAL, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.62% | -1.61K shares | -2.37M | $328.3 | 97.89K |
| Q2 2022 | share | Increase | +0.96% | 942 shares | -6.26M | $346.88 | 99.50K |
| Q1 2022 | share | Decrease | -8.00% | -8.56K shares | -5.85M | $415.17 | 98.56K |
| Q4 2021 | share | Increase | +4.74% | 4.85K shares | 6.29M | $437.77 | 107.13K |
| Q3 2021 | share | Increase | +35.58% | 26.84K shares | 10.68M | $394.4 | 102.27K |
| Q2 2021 | share | Increase | +761.05% | 66.67K shares | 26.59M | $392.24 | 75.43K |
| Q1 2021 | share | Increase | +30.37% | 2.04K shares | 881.95K | $361.88 | 8.76K |
| Q4 2020 | share | Increase | 0.00% | 6.72K shares | 2.30M | $340.23 | 6.72K |