VALLEY FORGE INVESTMENT CONSULTANTS INC ADV – Schwab U.S. Small-Cap ETF Transaction History
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV portfolio value:
$5.33M
portfolio value
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.05% | 1.45K shares | -111K | $37.8 | 140.99K |
| Q2 2022 | share | Increase | +0.84% | 1.16K shares | -1.11M | $38.99 | 139.53K |
| Q1 2022 | share | Increase | +23.60% | 26.41K shares | 821K | $47.36 | 138.37K |
| Q4 2021 | share | Increase | +102.27% | 56.60K shares | 191K | $102.53 | 111.95K |
| Q3 2021 | share | Increase | +133.64% | 63.31K shares | 605K | $100.1 | 110.7K |
| Q2 2021 | share | Increase | +198.90% | 63.05K shares | 1.77M | $103.88 | 94.76K |
| Q1 2021 | share | Increase | +103.07% | 32.18K shares | 381K | $99.17 | 63.40K |
| Q4 2020 | share | Increase | 0.00% | 62.44K shares | 2.77M | $88.35 | 62.44K |