HERITAGE WEALTH ADVISORS – Schwab U.S. Broad Market ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$218,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $41.99 | 5.18K | |
| Q2 2022 | share | 0.00% | 0 shares | -48K | $44.19 | 5.18K | |
| Q1 2022 | share | Decrease | -0.02% | -1 shares | -16K | $53.39 | 5.18K |
| Q4 2021 | share | 0.00% | 0 shares | 23.72K | $113.36 | 2.59K | |
| Q3 2021 | share | 0.00% | 0 shares | -1.06K | $103.86 | 2.59K | |
| Q2 2021 | share | 0.00% | 0 shares | 19.59K | $103.94 | 2.59K | |
| Q1 2021 | share | 0.00% | 0 shares | 14.69K | $96.11 | 2.59K | |
| Q4 2020 | share | 0.00% | 0 shares | 29.55K | $90.16 | 2.59K | |
| Q3 2020 | share | 0.00% | 0 shares | 15.99K | $78.59 | 2.59K | |
| Q2 2020 | share | 0.00% | 0 shares | 33.80K | $72.04 | 2.59K | |
| Q1 2020 | share | 0.00% | 0 shares | -42.64K | $59.01 | 2.59K | |
| Q4 2019 | share | 0.00% | 0 shares | 15.29K | $74.64 | 2.59K | |
| Q3 2019 | share | Decrease | -63.90% | -4.58K shares | -322.46K | $68.53 | 2.59K |
| Q2 2019 | share | Increase | 0.00% | 7.18K shares | 506.46K | $67.74 | 7.18K |