SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Vanguard Small Cap Value Index Fund Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$391,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +53.29% | 947 shares | 125K | $143.4 | 2.72K |
| Q2 2022 | share | Increase | +15.77% | 242 shares | -4K | $149.82 | 1.77K |
| Q1 2022 | share | Increase | +34.06% | 390 shares | 65K | $175.94 | 1.53K |
| Q4 2021 | share | Increase | 0.00% | 1.14K shares | 205K | $178.69 | 1.14K |