VISTA PRIVATE WEALTH PARTNERS. LLC – Schwab U.S. Broad Market ETF Transaction History
VISTA PRIVATE WEALTH PARTNERS. LLC portfolio value:
$702,000
portfolio value
VISTA PRIVATE WEALTH PARTNERS. LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.36% | -743 shares | -54K | $41.99 | 16.29K |
| Q2 2022 | share | Decrease | -3.20% | -563 shares | -187K | $44.19 | 17.04K |
| Q1 2022 | share | Decrease | -3.39% | -617 shares | -91K | $53.39 | 17.60K |
| Q4 2021 | share | Increase | +71.84% | 7.61K shares | -67K | $113.36 | 18.22K |
| Q3 2021 | share | Increase | +99.38% | 10.57K shares | -12K | $103.86 | 21.20K |
| Q2 2021 | share | Increase | +64.06% | 8.30K shares | 80K | $103.94 | 21.27K |
| Q1 2021 | share | Increase | +108.77% | 13.51K shares | -82K | $96.11 | 25.93K |
| Q4 2020 | share | Increase | +91.59% | 11.87K shares | 82K | $90.16 | 24.84K |
| Q3 2020 | share | Increase | +88.78% | 12.19K shares | 24K | $78.59 | 25.93K |
| Q2 2020 | share | Increase | +47.19% | 8.80K shares | -73K | $72.04 | 27.47K |
| Q1 2020 | share | Increase | +148.08% | 22.28K shares | -85K | $59.01 | 37.33K |
| Q4 2019 | share | Increase | +73.74% | 12.77K shares | -59.91K | $74.64 | 30.09K |
| Q3 2019 | share | Increase | +99.08% | 17.24K shares | 12.91K | $68.53 | 34.64K |
| Q2 2019 | share | Increase | +102.57% | 17.62K shares | 22K | $67.74 | 34.80K |
| Q1 2019 | share | Increase | +56.90% | 12.46K shares | -239K | $65.07 | 34.36K |
| Q4 2018 | share | Increase | +283.69% | 32.38K shares | 679K | $57.07 | 43.80K |
| Q3 2018 | share | Increase | +76.20% | 9.87K shares | -107K | $66.69 | 22.83K |
| Q1 2018 | share | Increase | +88.29% | 12.15K shares | -43K | $59.91 | 25.91K |
| Q4 2017 | share | Increase | +79.58% | 12.2K shares | -57K | $60.35 | 27.53K |
| Q3 2017 | share | Increase | 0.00% | 30.66K shares | 959K | $56.7 | 30.66K |