V WEALTH ADVISORS LLC – Schwab U.S. Broad Market ETF Transaction History
V WEALTH ADVISORS LLC portfolio value:
$677,000
portfolio value
V WEALTH ADVISORS 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 | Increase | +0.24% | 38 shares | -34K | $41.99 | 16.11K |
| Q2 2022 | share | Increase | +0.07% | 11 shares | -147K | $44.19 | 16.07K |
| Q1 2022 | share | Decrease | -4.23% | -710 shares | -89K | $53.39 | 16.06K |
| Q4 2021 | share | Increase | +0.20% | 17 shares | 77K | $113.36 | 8.38K |
| Q3 2021 | share | Decrease | -0.82% | -69 shares | -11K | $103.86 | 8.37K |
| Q2 2021 | share | Increase | +0.14% | 12 shares | 66K | $103.94 | 8.43K |
| Q1 2021 | share | Increase | +8.46% | 657 shares | 108K | $96.11 | 8.42K |
| Q4 2020 | share | Increase | 0.00% | 7.77K shares | 707K | $90.16 | 7.77K |
| Q3 2020 | share | Decrease | -100.00% | -4.50K shares | -331K | $78.59 | 0 |
| Q2 2020 | share | Decrease | -21.72% | -1.25K shares | -17K | $72.04 | 4.50K |
| Q1 2020 | share | Decrease | -33.61% | -2.91K shares | -268K | $59.01 | 5.75K |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $74.64 | 8.67K | |
| Q3 2019 | share | Increase | +3.02% | 254 shares | 17K | $68.53 | 8.67K |
| Q2 2019 | share | Increase | +18.64% | 1.32K shares | 101K | $67.74 | 8.42K |
| Q1 2019 | share | Increase | +31.16% | 1.68K shares | 163K | $65.07 | 7.09K |
| Q4 2018 | share | Increase | +0.26% | 14 shares | -44K | $57.07 | 5.41K |
| Q3 2018 | share | Increase | +0.17% | 9 shares | 14K | $66.69 | 5.39K |
| Q2 2018 | share | Increase | +0.17% | 9 shares | 30K | $62.24 | 5.38K |
| Q1 2018 | share | Increase | +0.17% | 9 shares | -24K | $59.91 | 5.37K |
| Q4 2017 | share | Increase | +0.17% | 9 shares | 32K | $60.35 | 5.37K |
| Q3 2017 | share | Increase | +2.08% | 109 shares | 20K | $56.7 | 5.36K |
| Q2 2017 | share | Increase | +0.17% | 9 shares | 7K | $54.19 | 5.25K |
| Q1 2017 | share | Increase | +2.10% | 108 shares | 21K | $52.66 | 5.24K |
| Q4 2016 | share | Increase | +0.23% | 12 shares | 11K | $49.8 | 5.13K |
| Q3 2016 | share | Increase | +0.12% | 6 shares | 10K | $47.78 | 5.12K |
| Q2 2016 | share | Increase | +0.20% | 10 shares | 6K | $45.78 | 5.11K |
| Q1 2016 | share | Increase | 0.00% | 5.10K shares | 252K | $44.64 | 5.10K |