KILEY JUERGENS WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$2.38M
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, 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 | Decrease | -9.32% | -5.82K shares | -382K | $41.99 | 56.68K |
| Q2 2022 | share | Decrease | -19.56% | -15.20K shares | -1.38M | $44.19 | 62.51K |
| Q1 2022 | share | Increase | +0.57% | 350 shares | -174K | $53.39 | 62.27K |
| Q4 2021 | share | Increase | +103.60% | 31.51K shares | 341K | $113.36 | 61.92K |
| Q3 2021 | share | Increase | +32.91% | 15.06K shares | -1.61M | $103.86 | 60.82K |
| Q2 2021 | share | Increase | +129.72% | 51.68K shares | 918K | $103.94 | 91.53K |
| Q1 2021 | share | Increase | +63.86% | 31.05K shares | -572K | $96.11 | 79.69K |
| Q4 2020 | share | Increase | 0.00% | 97.26K shares | 4.42M | $90.16 | 97.26K |
| Q4 2018 | share | Decrease | -100.00% | -936 shares | -65K | $57.07 | 0 |
| Q3 2018 | share | Increase | +100.86% | 940 shares | 4K | $66.69 | 1.87K |
| Q2 2018 | share | Increase | 0.00% | 1.86K shares | 61K | $62.24 | 1.86K |
| Q1 2018 | share | Decrease | -100.00% | -922 shares | -59K | $59.91 | 0 |
| Q4 2017 | share | Increase | 0.00% | 1.84K shares | 59K | $60.35 | 1.84K |