SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Vanguard Intermediate-Term Treasury Index Fund Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$3.65M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-4.66%
quarter
Vanguard Intermediate-Term Treasury Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.21% | -130 shares | -187K | $58.31 | 62.70K |
| Q2 2022 | share | Increase | +1.13% | 705 shares | -66K | $61.16 | 62.83K |
| Q1 2022 | share | Increase | +3.33% | 2.00K shares | -88K | $62.91 | 62.13K |
| Q4 2021 | share | Increase | +3.05% | 1.78K shares | 56K | $66.53 | 60.12K |
| Q3 2021 | share | Increase | +9.73% | 5.17K shares | 335K | $67.37 | 58.34K |
| Q2 2021 | share | Decrease | -1.67% | -904 shares | -30K | $67.43 | 53.17K |
| Q1 2021 | share | Decrease | -60.45% | -82.65K shares | -5.85M | $66.67 | 54.07K |
| Q4 2020 | share | Increase | +4.52% | 5.91K shares | 272K | $68.71 | 136.73K |
| Q3 2020 | share | Increase | +4.31% | 5.40K shares | 370K | $68.99 | 130.81K |
| Q2 2020 | share | Increase | +6.63% | 7.79K shares | 552K | $68.83 | 125.41K |
| Q1 2020 | share | Increase | +3.82% | 4.32K shares | 832K | $68.52 | 117.61K |
| Q4 2019 | share | Increase | 0.00% | 113.29K shares | 7.46M | $63.79 | 113.29K |