VALLEY FORGE INVESTMENT CONSULTANTS INC ADV – Schwab U.S. Broad Market ETF Transaction History
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV portfolio value:
$6.69M
portfolio value
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.48% | 768 shares | -317K | $41.99 | 159.42K |
| Q2 2022 | share | Increase | +0.09% | 136 shares | -1.45M | $44.19 | 158.66K |
| Q1 2022 | share | Decrease | -1.17% | -1.87K shares | -599K | $53.39 | 158.52K |
| Q4 2021 | share | Increase | +151.04% | 96.50K shares | 2.42M | $113.36 | 160.39K |
| Q3 2021 | share | Increase | +127.64% | 71.65K shares | 783K | $103.86 | 127.78K |
| Q2 2021 | share | Increase | +90.99% | 53.48K shares | 168K | $103.94 | 112.27K |
| Q1 2021 | share | Increase | +83.67% | 53.55K shares | -139K | $96.11 | 117.57K |
| Q4 2020 | share | Increase | 0.00% | 128.02K shares | 5.82M | $90.16 | 128.02K |