BERGANKDV WEALTH MANAGEMENT, LLC – Schwab 1000 Index ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$209,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -11K | $34.61 | 6.03K | |
| Q2 2022 | share | 0.00% | 0 shares | -46K | $36.46 | 6.03K | |
| Q1 2022 | share | 0.00% | 0 shares | -15K | $44.03 | 6.03K | |
| Q4 2021 | share | 0.00% | 0 shares | 24K | $46.72 | 6.03K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $42.6 | 6.03K | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $42.53 | 6.03K | |
| Q1 2021 | share | 0.00% | 0 shares | 13K | $39.18 | 6.03K | |
| Q4 2020 | share | 0.00% | 0 shares | 26K | $37.05 | 6.03K | |
| Q3 2020 | share | 0.00% | 0 shares | 16K | $32.55 | 6.03K | |
| Q2 2020 | share | Increase | 0.00% | 6.03K shares | 183K | $29.78 | 6.03K |