MONETA GROUP INVESTMENT ADVISORS LLC – Schwab U.S. Aggregate Bond ETF Transaction History
MONETA GROUP INVESTMENT ADVISORS LLC portfolio value:
$9.86M
portfolio value
MONETA GROUP INVESTMENT ADVISORS LLC 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 | Decrease | -2.52% | -5.63K shares | -827K | $45.31 | 217.63K |
| Q2 2022 | share | Increase | +23.68% | 42.74K shares | 1.55M | $47.87 | 223.27K |
| Q1 2022 | share | Decrease | -3.41% | -6.38K shares | -945K | $50.57 | 180.52K |
| Q4 2021 | share | Increase | +12.46% | 20.70K shares | 1.05M | $53.88 | 186.90K |
| Q3 2021 | share | Increase | +12.41% | 18.34K shares | 945K | $53.98 | 166.2K |
| Q2 2021 | share | Increase | +22.68% | 27.33K shares | 1.57M | $54.03 | 147.85K |
| Q1 2021 | share | Increase | +23.00% | 22.53K shares | 1.01M | $53.1 | 120.51K |
| Q4 2020 | share | Increase | +8.70% | 7.84K shares | 435K | $54.94 | 97.98K |
| Q3 2020 | share | Increase | +41.56% | 26.46K shares | 1.47M | $54.57 | 90.13K |
| Q2 2020 | share | Increase | +13.11% | 7.38K shares | 526K | $54.41 | 63.67K |
| Q1 2020 | share | Increase | +43.64% | 17.10K shares | 961K | $52.17 | 56.29K |
| Q4 2019 | share | Increase | +60.73% | 14.80K shares | 781K | $51.13 | 39.19K |
| Q3 2019 | share | Increase | 0.00% | 24.38K shares | 1.31M | $51.07 | 24.38K |