HERITAGE WEALTH ADVISORS – Schwab U.S. TIPS ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$689,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -53K | $51.8 | 13.3K | |
| Q2 2022 | share | 0.00% | 0 shares | -65K | $55.8 | 13.3K | |
| Q1 2022 | share | 0.00% | 0 shares | -29K | $60.71 | 13.3K | |
| Q4 2021 | share | 0.00% | 0 shares | 4.12K | $62.99 | 13.3K | |
| Q3 2021 | share | 0.00% | 0 shares | 931 | $61.98 | 13.3K | |
| Q2 2021 | share | 0.00% | 0 shares | 17.95K | $60.85 | 13.3K | |
| Q1 2021 | share | Increase | 0.00% | 13.3K shares | 813.42K | $59.02 | 13.3K |
| Q1 2020 | share | Decrease | -100.00% | -514.58K shares | -29.14M | $54.88 | 0 |
| Q4 2019 | share | Increase | +9.99% | 46.74K shares | 2.58M | $54.04 | 514.58K |
| Q3 2019 | share | Increase | +9.58% | 40.89K shares | 2.51M | $53.67 | 467.84K |
| Q2 2019 | share | Increase | +3.66% | 15.07K shares | 1.38M | $52.86 | 426.94K |
| Q1 2019 | share | Increase | +0.49% | 2.02K shares | 829.24K | $51.43 | 411.87K |
| Q4 2018 | share | Increase | 0.00% | 409.85K shares | 21.82M | $49.8 | 409.85K |