WEALTHSPIRE ADVISORS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$846,000
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.21% | -31 shares | -58K | $58.51 | 14.45K |
| Q2 2022 | share | Increase | +190.75% | 9.50K shares | 548K | $62.42 | 14.48K |
| Q1 2022 | share | Increase | +11.75% | 524 shares | 30K | $71.39 | 4.98K |
| Q4 2021 | share | Decrease | -29.91% | -1.90K shares | -103K | $73.15 | 4.45K |
| Q3 2021 | share | Increase | +36.69% | 1.70K shares | 111K | $67.48 | 6.36K |
| Q2 2021 | share | Increase | +0.35% | 16 shares | 15K | $68.01 | 4.65K |
| Q1 2021 | share | Increase | +9.75% | 412 shares | 51K | $64.61 | 4.63K |
| Q4 2020 | share | Increase | 0.00% | 4.22K shares | 252K | $58.65 | 4.22K |