SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Vanguard Mega Cap Index Fund Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$23.00M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-5.30%
quarter
Vanguard Mega Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.46% | -12.73K shares | -2.96M | $124.82 | 184.33K |
| Q2 2022 | share | Increase | +3.43% | 6.54K shares | -4.32M | $131.81 | 197.07K |
| Q1 2022 | share | Decrease | -6.46% | -13.16K shares | -3.93M | $159.04 | 190.53K |
| Q4 2021 | share | Increase | +5.19% | 10.05K shares | 4.72M | $168.71 | 203.69K |
| Q3 2021 | share | Increase | +5.48% | 10.06K shares | 1.54M | $152.39 | 193.63K |
| Q2 2021 | share | Decrease | -0.29% | -535 shares | 2.14M | $151.84 | 183.57K |
| Q1 2021 | share | Increase | +10.38% | 17.31K shares | 3.55M | $139.34 | 184.10K |
| Q4 2020 | share | Increase | +0.76% | 1.26K shares | 2.41M | $132.19 | 166.79K |
| Q3 2020 | share | Increase | +259.00% | 119.42K shares | 14.8M | $118.22 | 165.53K |
| Q2 2020 | share | Increase | +64.12% | 18.01K shares | 2.49M | $107.56 | 46.10K |
| Q1 2020 | share | Increase | 0.00% | 28.09K shares | 2.55M | $88.99 | 28.09K |