VALLEY FORGE INVESTMENT CONSULTANTS INC ADV – Schwab U.S. Large-Cap Value ETF Transaction History
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV portfolio value:
$2.46M
portfolio value
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.63% | 263 shares | -148K | $58.51 | 42.04K |
| Q2 2022 | share | Increase | +0.65% | 271 shares | -356K | $62.42 | 41.78K |
| Q1 2022 | share | Increase | +43.84% | 12.65K shares | 851K | $71.39 | 41.51K |
| Q4 2021 | share | Increase | +1.01% | 288 shares | 185K | $73.15 | 28.86K |
| Q3 2021 | share | Decrease | -32.89% | -14.00K shares | -983K | $67.48 | 28.57K |
| Q2 2021 | share | Increase | +20.44% | 7.22K shares | 603K | $68.01 | 42.57K |
| Q1 2021 | share | Increase | +9.94% | 3.19K shares | 394K | $64.61 | 35.35K |
| Q4 2020 | share | Increase | 0.00% | 32.15K shares | 1.91M | $58.65 | 32.15K |