WEALTHCARE ADVISORY PARTNERS LLC – Schwab U.S. Mid-Cap ETF Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$986,000
portfolio value
WEALTHCARE ADVISORY PARTNERS LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.28% | -2.49K shares | -192K | $60.53 | 16.28K |
| Q2 2022 | share | Increase | +21.98% | 3.38K shares | 10K | $62.73 | 18.78K |
| Q1 2022 | share | Increase | +24.99% | 3.07K shares | 177K | $75.86 | 15.39K |
| Q4 2021 | share | Increase | +80.66% | 5.5K shares | 468K | $80.5 | 12.31K |
| Q3 2021 | share | Decrease | -43.18% | -5.18K shares | -416K | $76.66 | 6.81K |
| Q2 2021 | share | Increase | +19.38% | 1.94K shares | 191K | $77.99 | 12.00K |
| Q1 2021 | share | Increase | +5.04% | 482 shares | 95K | $73.97 | 10.05K |
| Q4 2020 | share | Decrease | -6.46% | -661 shares | 85K | $67.69 | 9.57K |
| Q3 2020 | share | Decrease | -3.77% | -401 shares | 8K | $54.81 | 10.23K |
| Q2 2020 | share | Increase | +2.24% | 233 shares | 121K | $51.79 | 10.63K |
| Q1 2020 | share | Decrease | -12.78% | -1.52K shares | -278K | $41.36 | 10.40K |
| Q4 2019 | share | Increase | +18.34% | 1.84K shares | 147K | $58.73 | 11.92K |
| Q3 2019 | share | Decrease | -0.80% | -81 shares | -10K | $54.92 | 10.07K |
| Q2 2019 | share | Increase | +8.32% | 780 shares | 61K | $55.23 | 10.15K |
| Q1 2019 | share | Increase | +19.72% | 1.54K shares | 144K | $53.4 | 9.37K |
| Q4 2018 | share | Increase | +2.46% | 188 shares | -67K | $46.07 | 7.83K |
| Q3 2018 | share | Increase | +727.38% | 6.72K shares | 391K | $55.32 | 7.64K |
| Q2 2018 | share | Increase | +0.22% | 2 shares | 2K | $52.33 | 924 |