VISHRIA BIRD FINANCIAL GROUP, LLC – Schwab U.S. Large-Cap ETF Transaction History
VISHRIA BIRD FINANCIAL GROUP, LLC portfolio value:
$7.37M
portfolio value
VISHRIA BIRD FINANCIAL GROUP, 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 | Decrease | -0.69% | -1.21K shares | -456K | $42.35 | 174.01K |
| Q2 2022 | share | Decrease | -1.34% | -2.38K shares | -1.73M | $44.66 | 175.23K |
| Q1 2022 | share | Increase | +3007.31% | 171.89K shares | 9.24M | $53.85 | 177.61K |
| Q4 2021 | share | Decrease | -8.98% | -282 shares | -2K | $114.22 | 2.85K |
| Q3 2021 | share | Increase | +3.94% | 119 shares | 13K | $104.03 | 3.14K |
| Q2 2021 | share | Increase | +6.30% | 179 shares | 41K | $103.64 | 3.02K |
| Q1 2021 | share | Decrease | -12.50% | -406 shares | -22K | $95.42 | 2.84K |
| Q4 2020 | share | Decrease | -4.83% | -165 shares | 20K | $90.1 | 3.24K |
| Q3 2020 | share | Decrease | -1.59% | -55 shares | 18K | $79.55 | 3.41K |
| Q2 2020 | share | Decrease | -97.16% | -118.46K shares | -7.21M | $72.65 | 3.46K |
| Q1 2020 | share | Increase | +127.10% | 68.23K shares | 3.34M | $59.81 | 121.93K |
| Q4 2019 | share | Increase | +54.20% | 18.87K shares | 1.65M | $74.57 | 53.69K |
| Q3 2019 | share | Increase | +11.89% | 3.70K shares | 286K | $68.44 | 34.81K |
| Q2 2019 | share | Increase | +3.72% | 1.11K shares | 156K | $67.41 | 31.11K |
| Q1 2019 | share | Increase | +8.09% | 2.24K shares | 371K | $64.64 | 30.00K |
| Q4 2018 | share | Increase | +16.82% | 3.99K shares | 4K | $56.83 | 27.75K |
| Q3 2018 | share | Increase | +2.53% | 586 shares | 147K | $65.87 | 23.76K |
| Q2 2018 | share | Increase | 0.00% | 23.17K shares | 1.50M | $61.27 | 23.17K |