VALLEY FORGE INVESTMENT CONSULTANTS INC ADV – Schwab U.S. Aggregate Bond ETF Transaction History
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV portfolio value:
$1.66M
portfolio value
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.82% | 1.00K shares | -46K | $45.31 | 36.71K |
| Q2 2022 | share | Decrease | -2.88% | -1.06K shares | -150K | $47.87 | 35.70K |
| Q1 2022 | share | Decrease | -28.17% | -14.41K shares | -900K | $50.57 | 36.76K |
| Q4 2021 | share | Increase | +1.21% | 610 shares | 15K | $53.88 | 51.18K |
| Q3 2021 | share | Decrease | -3.48% | -1.82K shares | -117K | $53.98 | 50.57K |
| Q2 2021 | share | Decrease | -1.68% | -894 shares | -14K | $54.03 | 52.39K |
| Q1 2021 | share | Increase | +36.50% | 14.24K shares | 688K | $53.1 | 53.28K |
| Q4 2020 | share | Increase | 0.00% | 39.03K shares | 2.18M | $54.94 | 39.03K |