WEALTHSPIRE ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$12.29M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.76% | -11.85K shares | -1.61M | $51.8 | 237.27K |
| Q2 2022 | share | Increase | +43.58% | 75.61K shares | 3.36M | $55.8 | 249.12K |
| Q1 2022 | share | Increase | +12.45% | 19.21K shares | 830K | $60.71 | 173.50K |
| Q4 2021 | share | Increase | +7.66% | 10.98K shares | 735K | $62.99 | 154.29K |
| Q3 2021 | share | Decrease | -2.11% | -3.09K shares | -183K | $61.98 | 143.31K |
| Q2 2021 | share | Decrease | -12.17% | -20.27K shares | -1.04M | $60.85 | 146.40K |
| Q1 2021 | share | Decrease | -7.70% | -13.89K shares | -1.01M | $59.02 | 166.68K |
| Q4 2020 | share | Increase | 0.00% | 180.58K shares | 11.21M | $59.91 | 180.58K |
| Q2 2020 | share | Decrease | -100.00% | -106.74K shares | -6.13M | $57.27 | 0 |
| Q1 2020 | share | Increase | 0.00% | 106.74K shares | 6.13M | $54.88 | 106.74K |