WEALTHSPIRE ADVISORS, LLC – Schwab Fundamental U.S. Broad Market Index ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.11M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Broad Market Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -73K | $47.13 | 23.61K | |
| Q2 2022 | share | 0.00% | 0 shares | -178K | $50.23 | 23.61K | |
| Q1 2022 | share | Increase | +4.42% | 1K shares | 51K | $57.75 | 23.61K |
| Q4 2021 | share | 0.00% | 0 shares | 102K | $58.02 | 22.61K | |
| Q3 2021 | share | 0.00% | 0 shares | -19K | $53.56 | 22.61K | |
| Q2 2021 | share | Decrease | -4.23% | -1K shares | 19K | $54.13 | 22.61K |
| Q1 2021 | share | Increase | 0.00% | 23.61K shares | 1.21M | $50.85 | 23.61K |
| Q2 2020 | share | Decrease | -100.00% | -23.61K shares | -725K | $35.34 | 0 |
| Q1 2020 | share | Increase | 0.00% | 23.61K shares | 725K | $29.75 | 23.61K |