AVIDIAN WEALTH SOLUTIONS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$1.69M
portfolio value
AVIDIAN WEALTH SOLUTIONS, 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 | -36.87% | -21.81K shares | -1.14M | $45.31 | 37.35K |
Q2 2022 | share | Increase | +42.46% | 17.63K shares | 732K | $47.87 | 59.17K |
Q1 2022 | share | Increase | +138.43% | 24.11K shares | 1.16M | $50.57 | 41.53K |
Q4 2021 | share | Increase | 0.00% | 17.42K shares | 939K | $53.88 | 17.42K |