WEALTH ENHANCEMENT ADVISORY SERVICES, LLC – Schwab U.S. Broad Market ETF Transaction History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC portfolio value:
$7.41M
portfolio value
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 | Decrease | -2.11% | -3.75K shares | -674K | $41.99 | 173.69K |
Q2 2022 | share | Increase | +1.79% | 3.12K shares | -1.31M | $44.19 | 177.44K |
Q1 2022 | share | Decrease | -12.32% | -24.48K shares | -1.09M | $53.39 | 174.32K |
Q4 2021 | share | Decrease | -10.63% | -11.81K shares | -1.76M | $113.36 | 99.40K |
Q3 2021 | share | Increase | +2.02% | 2.20K shares | 823K | $103.86 | 111.22K |
Q2 2021 | share | Decrease | -17.27% | -22.76K shares | -1.61M | $103.94 | 109.01K |
Q1 2021 | share | Decrease | -0.54% | -722 shares | 844K | $96.11 | 131.77K |
Q4 2020 | share | Decrease | -2.55% | -3.46K shares | 760K | $90.16 | 132.5K |
Q3 2020 | share | Decrease | -1.93% | -2.67K shares | 667K | $78.59 | 135.96K |
Q2 2020 | share | Decrease | -31.59% | -64.01K shares | -2.86M | $72.04 | 138.64K |
Q1 2020 | share | Decrease | -37.80% | -123.15K shares | -11.40M | $59.01 | 202.65K |
Q4 2019 | share | Increase | +6.31% | 19.33K shares | 3.33M | $74.64 | 325.81K |
Q3 2019 | share | Increase | +16.25% | 42.83K shares | 2.62M | $68.53 | 306.48K |
Q2 2019 | share | Increase | +85.99% | 121.89K shares | 9.10M | $67.74 | 263.65K |
Q1 2019 | share | Decrease | -11.59% | -18.58K shares | -301K | $65.07 | 141.75K |
Q4 2018 | share | Increase | +1351.86% | 149.29K shares | 9.58M | $57.07 | 160.34K |
Q3 2018 | share | Increase | +231.75% | 7.71K shares | 478K | $66.69 | 11.04K |
Q2 2018 | share | Increase | +0.03% | 1 shares | 12K | $62.24 | 3.32K |
Q1 2018 | share | Increase | +3.23% | 104 shares | -2K | $59.91 | 3.32K |
Q4 2017 | share | Increase | 0.00% | 3.22K shares | 216K | $60.35 | 3.22K |