WEALTHSPIRE ADVISORS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.91M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -46.80% | -37.14K shares | -1.88M | $45.31 | 42.21K |
| Q2 2022 | share | Decrease | -32.78% | -38.70K shares | -2.17M | $47.87 | 79.35K |
| Q1 2022 | share | Decrease | -17.83% | -25.61K shares | -1.77M | $50.57 | 118.05K |
| Q4 2021 | share | Decrease | -9.77% | -15.55K shares | -896K | $53.88 | 143.67K |
| Q3 2021 | share | Decrease | -14.63% | -27.28K shares | -1.54M | $53.98 | 159.22K |
| Q2 2021 | share | Decrease | -47.20% | -166.73K shares | -8.87M | $54.03 | 186.51K |
| Q1 2021 | share | Decrease | -30.85% | -157.60K shares | -9.56M | $53.1 | 353.24K |
| Q4 2020 | share | Increase | 0.00% | 510.85K shares | 28.62M | $54.94 | 510.85K |
| Q2 2020 | share | Decrease | -100.00% | -375.49K shares | -20.37M | $54.41 | 0 |
| Q1 2020 | share | Increase | 0.00% | 375.49K shares | 20.37M | $52.17 | 375.49K |