WEALTHSPIRE ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.14M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.13% | 396 shares | -53K | $60.53 | 35.47K |
| Q2 2022 | share | Increase | +22.46% | 6.43K shares | 27K | $62.73 | 35.07K |
| Q1 2022 | share | Increase | +1.68% | 474 shares | -93K | $75.86 | 28.64K |
| Q4 2021 | share | Decrease | -0.12% | -34 shares | 104K | $80.5 | 28.16K |
| Q3 2021 | share | Increase | +1.19% | 332 shares | -19K | $76.66 | 28.20K |
| Q2 2021 | share | Decrease | -1.11% | -314 shares | 83K | $77.99 | 27.87K |
| Q1 2021 | share | Increase | 0.00% | 28.18K shares | 2.09M | $73.97 | 28.18K |
| Q2 2020 | share | Decrease | -100.00% | -5.1K shares | -215K | $51.79 | 0 |
| Q1 2020 | share | Increase | 0.00% | 5.1K shares | 215K | $41.36 | 5.1K |