WEALTHCARE ADVISORY PARTNERS LLC – Schwab U.S. Broad Market ETF Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$2.86M
portfolio value
WEALTHCARE ADVISORY 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 | Increase | +2.55% | 1.69K shares | -75K | $41.99 | 68.15K |
| Q2 2022 | share | Increase | +1333.23% | 61.82K shares | 2.68M | $44.19 | 66.45K |
| Q1 2022 | share | Decrease | -4.47% | -217 shares | -26K | $53.39 | 4.63K |
| Q4 2021 | share | Increase | +11.69% | 254 shares | 48K | $113.36 | 2.42K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $103.86 | 2.17K | |
| Q2 2021 | share | Decrease | -0.32% | -7 shares | 16K | $103.94 | 2.17K |
| Q1 2021 | share | Decrease | -26.92% | -803 shares | -60K | $96.11 | 2.18K |
| Q4 2020 | share | 0.00% | 0 shares | 33K | $90.16 | 2.98K | |
| Q3 2020 | share | Decrease | -0.23% | -7 shares | 18K | $78.59 | 2.98K |
| Q2 2020 | share | Increase | +0.27% | 8 shares | 40K | $72.04 | 2.99K |
| Q1 2020 | share | Decrease | -9.22% | -303 shares | -73K | $59.01 | 2.98K |
| Q4 2019 | share | Increase | +0.03% | 1 shares | 20K | $74.64 | 3.28K |
| Q3 2019 | share | Increase | +0.03% | 1 shares | 1K | $68.53 | 3.28K |
| Q2 2019 | share | Decrease | -7.10% | -251 shares | -8K | $67.74 | 3.28K |
| Q1 2019 | share | Increase | +30.31% | 822 shares | 77K | $65.07 | 3.53K |
| Q4 2018 | share | Increase | +305.99% | 2.04K shares | 116K | $57.07 | 2.71K |
| Q3 2018 | share | 0.00% | 0 shares | 3K | $66.69 | 668 | |
| Q2 2018 | share | Decrease | -56.45% | -866 shares | -54K | $62.24 | 668 |
| Q1 2018 | share | Increase | +77.96% | 672 shares | 42K | $59.91 | 1.53K |
| Q4 2017 | share | Increase | +0.47% | 4 shares | 4K | $60.35 | 862 |
| Q3 2017 | share | Increase | 0.00% | 858 shares | 52K | $56.7 | 858 |