GUARDIAN FINANCIAL PARTNERS, LLC – Schwab Fundamental U.S. Broad Market Index ETF Transaction History
GUARDIAN FINANCIAL PARTNERS, LLC portfolio value:
$5.34M
portfolio value
GUARDIAN FINANCIAL PARTNERS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Broad Market Index ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -1.07% | -1.22K shares | -413K | $47.13 | 113.42K |
Q2 2022 | share | Increase | +1.81% | 2.04K shares | -574K | $50.23 | 114.65K |
Q1 2022 | share | Increase | +16.56% | 16.00K shares | 726K | $57.75 | 112.61K |
Q4 2021 | share | Increase | 0.00% | 96.60K shares | 5.60M | $58.02 | 96.60K |