GSB WEALTH MANAGEMENT, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
GSB WEALTH MANAGEMENT, LLC portfolio value:
$1.12M
portfolio value
GSB WEALTH MANAGEMENT, 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 | Increase | +8.51% | 1.93K shares | 30K | $45.31 | 24.70K |
| Q2 2022 | share | Decrease | -29.10% | -9.34K shares | -534K | $47.87 | 22.77K |
| Q1 2022 | share | Decrease | -11.38% | -4.12K shares | -329K | $50.57 | 32.11K |
| Q4 2021 | share | Increase | +9.14% | 3.03K shares | 151K | $53.88 | 36.24K |
| Q3 2021 | share | Decrease | -3.59% | -1.23K shares | -79K | $53.98 | 33.20K |
| Q2 2021 | share | Increase | +21.05% | 5.98K shares | 346K | $54.03 | 34.44K |
| Q1 2021 | share | Increase | 0.00% | 28.45K shares | 1.53M | $53.1 | 28.45K |