ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – Schwab U.S. Broad Market ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$539,000
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, 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 | Increase | +0.88% | 112 shares | -24K | $41.99 | 12.84K |
| Q2 2022 | share | Decrease | -0.62% | -79 shares | -121K | $44.19 | 12.73K |
| Q1 2022 | share | Decrease | -1.15% | -149 shares | -48K | $53.39 | 12.80K |
| Q4 2021 | share | Decrease | -0.42% | -27 shares | 56K | $113.36 | 6.47K |
| Q3 2021 | share | Decrease | -3.61% | -244 shares | -28K | $103.86 | 6.50K |
| Q2 2021 | share | Decrease | -0.68% | -46 shares | 47K | $103.94 | 6.75K |
| Q1 2021 | share | Decrease | -2.87% | -201 shares | 20K | $96.11 | 6.79K |
| Q4 2020 | share | Decrease | -1.69% | -120 shares | 70K | $90.16 | 6.99K |
| Q3 2020 | share | Decrease | -6.87% | -525 shares | 6K | $78.59 | 7.11K |
| Q2 2020 | share | Increase | +2.59% | 193 shares | 111K | $72.04 | 7.64K |
| Q1 2020 | share | Decrease | -17.00% | -1.52K shares | -240K | $59.01 | 7.44K |
| Q4 2019 | share | Decrease | -31.72% | -4.16K shares | -243K | $74.64 | 8.97K |
| Q3 2019 | share | Decrease | -2.94% | -398 shares | -22K | $68.53 | 13.14K |
| Q2 2019 | share | Increase | +10.50% | 1.28K shares | 121K | $67.74 | 13.54K |
| Q1 2019 | share | Decrease | -20.18% | -3.09K shares | -86K | $65.07 | 12.25K |
| Q4 2018 | share | Increase | 0.00% | 15.35K shares | 920K | $57.07 | 15.35K |