VALMARK ADVISERS, INC. – Schwab 1-5 Year Corporate Bond ETF Transaction History
VALMARK ADVISERS, INC. portfolio value:
$1.01M
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
-2.50%
quarter
Schwab 1-5 Year Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.50% | 1.89K shares | 64K | $46.3 | 21.84K |
| Q2 2022 | share | Increase | +78.40% | 8.76K shares | 404K | $47.49 | 19.94K |
| Q1 2022 | share | Increase | +42.92% | 3.35K shares | 148K | $48.56 | 11.18K |
| Q4 2021 | share | Increase | 0.00% | 7.82K shares | 395K | $50.54 | 7.82K |
| Q1 2021 | share | Decrease | -100.00% | -4.13K shares | -212K | $50.62 | 0 |
| Q4 2020 | share | Increase | 0.00% | 4.13K shares | 212K | $50.93 | 4.13K |