VALLEY FORGE INVESTMENT CONSULTANTS INC ADV – Schwab U.S. Mid-Cap ETF Transaction History
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV portfolio value:
$5.19M
portfolio value
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.17% | -146 shares | -198K | $60.53 | 85.82K |
| Q2 2022 | share | Increase | +0.46% | 396 shares | -1.09M | $62.73 | 85.97K |
| Q1 2022 | share | Increase | +6.69% | 5.36K shares | 41K | $75.86 | 85.57K |
| Q4 2021 | share | Increase | +7.71% | 5.73K shares | 742K | $80.5 | 80.21K |
| Q3 2021 | share | Decrease | -2.79% | -2.14K shares | -287K | $76.66 | 74.47K |
| Q2 2021 | share | Increase | +11.10% | 7.65K shares | 864K | $77.99 | 76.61K |
| Q1 2021 | share | Increase | +37.90% | 18.95K shares | 1.72M | $73.97 | 68.95K |
| Q4 2020 | share | Increase | 0.00% | 50.00K shares | 3.40M | $67.69 | 50.00K |