KILEY JUERGENS WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$525,000
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.23% | 28 shares | -27K | $42.35 | 12.4K |
| Q2 2022 | share | Increase | 0.00% | 12.37K shares | 552K | $44.66 | 12.37K |
| Q4 2018 | share | Decrease | -100.00% | -3.15K shares | -219K | $56.83 | 0 |
| Q3 2018 | share | Increase | +123.85% | 3.49K shares | 36K | $65.87 | 6.30K |
| Q2 2018 | share | Increase | 0.00% | 5.63K shares | 183K | $61.27 | 5.63K |
| Q1 2018 | share | Decrease | -100.00% | -1.10K shares | -70K | $59.2 | 0 |
| Q4 2017 | share | Increase | 0.00% | 2.20K shares | 70K | $59.61 | 2.20K |