SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Vanguard Intermediate-Term Bond Index Fund Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$20.12M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-5.37%
quarter
Vanguard Intermediate-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.47% | -9.85K shares | -1.90M | $73.48 | 273.89K |
| Q2 2022 | share | Increase | +2.24% | 6.21K shares | -697K | $77.65 | 283.74K |
| Q1 2022 | share | Increase | +2.71% | 7.32K shares | -946K | $81.9 | 277.53K |
| Q4 2021 | share | Increase | +6.50% | 16.50K shares | 985K | $87.71 | 270.20K |
| Q3 2021 | share | Increase | +5.57% | 13.39K shares | 1.07M | $89.02 | 253.70K |
| Q2 2021 | share | Increase | +0.90% | 2.14K shares | 486K | $89.12 | 240.31K |
| Q1 2021 | share | Increase | +5.34% | 12.07K shares | 140K | $87.16 | 238.16K |
| Q4 2020 | share | Increase | +4.23% | 9.17K shares | 715K | $90.92 | 226.09K |
| Q3 2020 | share | Increase | +4.66% | 9.66K shares | 963K | $90.28 | 216.92K |
| Q2 2020 | share | Increase | +0.19% | 388 shares | 835K | $89.51 | 207.26K |
| Q1 2020 | share | Increase | +4.29% | 8.51K shares | 1.17M | $85.27 | 206.87K |
| Q4 2019 | share | Increase | 0.00% | 198.36K shares | 17.30M | $82.9 | 198.36K |