V WEALTH ADVISORS LLC – Schwab U.S. Dividend Equity ETF Transaction History
V WEALTH ADVISORS LLC portfolio value:
$642,000
portfolio value
V WEALTH ADVISORS LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.76% | -928 shares | -117K | $66.43 | 9.66K |
| Q2 2022 | share | Increase | +6.85% | 679 shares | -23K | $71.63 | 10.59K |
| Q1 2022 | share | Increase | +26.03% | 2.04K shares | 146K | $78.89 | 9.91K |
| Q4 2021 | share | Increase | 0.00% | 7.86K shares | 636K | $80.71 | 7.86K |
| Q3 2020 | share | Decrease | -100.00% | -10.56K shares | -547K | $53.59 | 0 |
| Q2 2020 | share | Decrease | -9.62% | -1.12K shares | 21K | $49.64 | 10.56K |
| Q1 2020 | share | Increase | 0.00% | 11.69K shares | 526K | $42.78 | 11.69K |
| Q3 2017 | share | Decrease | -100.00% | -775 shares | -35K | $41.2 | 0 |
| Q2 2017 | share | Increase | 0.00% | 775 shares | 35K | $39.41 | 775 |