GRAVES LIGHT LENHART WEALTH, INC. – Schwab U.S. Dividend Equity ETF Transaction History
GRAVES LIGHT LENHART WEALTH, INC. portfolio value:
$11.56M
portfolio value
GRAVES LIGHT LENHART WEALTH, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +1.28% | 2.20K shares | -748K | $66.43 | 174.12K |
Q2 2022 | share | Increase | +9.34% | 14.69K shares | -89K | $71.63 | 171.92K |
Q1 2022 | share | Increase | +8.93% | 12.89K shares | 737K | $78.89 | 157.23K |
Q4 2021 | share | Increase | +60.69% | 54.51K shares | 4.99M | $80.71 | 144.34K |
Q3 2021 | share | Increase | +3.92% | 3.39K shares | 132K | $74.24 | 89.82K |
Q2 2021 | share | Increase | +1.25% | 1.06K shares | 311K | $75.03 | 86.43K |
Q1 2021 | share | Increase | +5.22% | 4.23K shares | 1.02M | $71.83 | 85.36K |
Q4 2020 | share | Increase | +3.89% | 3.03K shares | 885K | $62.74 | 81.13K |
Q3 2020 | share | Increase | +9.06% | 6.48K shares | 613K | $53.59 | 78.09K |
Q2 2020 | share | Increase | +340.61% | 55.35K shares | 2.97M | $49.64 | 71.61K |
Q1 2020 | share | Increase | 0.00% | 16.25K shares | 731K | $42.78 | 16.25K |