SUMMIT PLACE FINANCIAL ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$668,000
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.25% | 5 shares | -36K | $328.3 | 2.03K |
| Q2 2022 | share | 0.00% | 0 shares | -139K | $346.88 | 2.03K | |
| Q1 2022 | share | 0.00% | 0 shares | -43K | $415.17 | 2.03K | |
| Q4 2021 | share | Decrease | -6.24% | -135 shares | 32K | $437.77 | 2.03K |
| Q3 2021 | share | Decrease | -9.03% | -215 shares | -83K | $394.4 | 2.16K |
| Q2 2021 | share | Increase | 0.00% | 2.38K shares | 937K | $392.24 | 2.38K |