SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Vanguard Tax-Exempt Bond Index Fund Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$2.48M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-3.57%
quarter
Vanguard Tax-Exempt Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -56.19% | -66.08K shares | -3.39M | $48.14 | 51.53K |
| Q2 2022 | share | Increase | +17.17% | 17.23K shares | 697K | $49.92 | 117.61K |
| Q1 2022 | share | Increase | 0.00% | 100.37K shares | 5.17M | $51.55 | 100.37K |