WEALTHSPIRE ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$43.14M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.01% | 48.56K shares | -184K | $42.35 | 1.01M |
| Q2 2022 | share | Increase | +44.40% | 298.29K shares | 7.14M | $44.66 | 970.07K |
| Q1 2022 | share | Increase | +2.15% | 14.16K shares | -1.25M | $53.85 | 671.78K |
| Q4 2021 | share | Decrease | -34.95% | -176.65K shares | -15.15M | $114.22 | 328.80K |
| Q3 2021 | share | Increase | +43.71% | 153.73K shares | 16.01M | $104.03 | 505.46K |
| Q2 2021 | share | Decrease | -20.15% | -88.77K shares | -5.73M | $103.64 | 351.73K |
| Q1 2021 | share | Decrease | -10.11% | -49.52K shares | -2.26M | $95.42 | 440.50K |
| Q4 2020 | share | Increase | 0.00% | 490.02K shares | 44.56M | $90.1 | 490.02K |
| Q2 2020 | share | Decrease | -100.00% | -634.7K shares | -38.87M | $72.65 | 0 |
| Q1 2020 | share | Increase | 0.00% | 634.7K shares | 38.87M | $59.81 | 634.7K |