VALLEY FORGE INVESTMENT CONSULTANTS INC ADV – Schwab U.S. Large-Cap ETF Transaction History
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV portfolio value:
$14.91M
portfolio value
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.51% | -5.41K shares | -1.05M | $42.35 | 352.27K |
| Q2 2022 | share | Increase | +1.16% | 4.09K shares | -3.06M | $44.66 | 357.68K |
| Q1 2022 | share | Increase | +16.57% | 50.25K shares | 1.77M | $53.85 | 353.58K |
| Q4 2021 | share | Increase | +102.33% | 153.41K shares | 1.66M | $114.22 | 303.33K |
| Q3 2021 | share | Increase | +120.37% | 163.78K shares | 1.45M | $104.03 | 299.85K |
| Q2 2021 | share | Increase | +128.87% | 153.23K shares | 2.72M | $103.64 | 272.13K |
| Q1 2021 | share | Increase | +125.82% | 132.49K shares | 1.84M | $95.42 | 237.80K |
| Q4 2020 | share | Increase | 0.00% | 210.61K shares | 9.57M | $90.1 | 210.61K |