FOSTER VICTOR WEALTH ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
FOSTER VICTOR WEALTH ADVISORS, LLC portfolio value:
$302,000
portfolio value
FOSTER VICTOR WEALTH ADVISORS, 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 | +2.91% | 194 shares | 2K | $41.99 | 6.87K |
| Q2 2022 | share | Decrease | -5.76% | -408 shares | -73K | $44.19 | 6.67K |
| Q1 2022 | share | Increase | +3.87% | 264 shares | -8K | $53.39 | 7.08K |
| Q4 2021 | share | Increase | +141.50% | 3.99K shares | 88K | $113.36 | 6.82K |
| Q3 2021 | share | Increase | +103.90% | 2.87K shares | 4K | $103.86 | 5.64K |
| Q2 2021 | share | Increase | +95.28% | 2.70K shares | 4K | $103.94 | 5.54K |
| Q1 2021 | share | Decrease | -52.09% | -6.16K shares | -792K | $96.11 | 5.67K |
| Q4 2020 | share | Increase | +810.22% | 21.08K shares | 870K | $90.16 | 23.68K |
| Q3 2020 | share | Increase | 0.00% | 5.20K shares | 207K | $78.59 | 5.20K |
| Q1 2020 | share | Decrease | -100.00% | -2.94K shares | -228K | $59.01 | 0 |
| Q4 2019 | share | Increase | 0.00% | 5.89K shares | 228K | $74.64 | 5.89K |