SOUND VIEW WEALTH ADVISORS GROUP, LLC – Schwab U.S. Large-Cap ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$8.25M
portfolio value
SOUND VIEW WEALTH ADVISORS 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 | Increase | +2.85% | 5.40K shares | -209K | $42.35 | 194.83K |
| Q2 2022 | share | Increase | +3.18% | 5.83K shares | -1.42M | $44.66 | 189.43K |
| Q1 2022 | share | Increase | +1.80% | 3.24K shares | -377K | $53.85 | 183.59K |
| Q4 2021 | share | Increase | +2.82% | 2.47K shares | 1.14M | $114.22 | 90.17K |
| Q3 2021 | share | Increase | +0.22% | 194 shares | 26K | $104.03 | 87.70K |
| Q2 2021 | share | Increase | +8.18% | 6.61K shares | 1.33M | $103.64 | 87.50K |
| Q1 2021 | share | Increase | +9.74% | 7.17K shares | 1.06M | $95.42 | 80.89K |
| Q4 2020 | share | Increase | +5.56% | 3.88K shares | 1.07M | $90.1 | 73.71K |
| Q3 2020 | share | Increase | +3.70% | 2.49K shares | 641K | $79.55 | 69.83K |
| Q2 2020 | share | Increase | +24.52% | 13.26K shares | 1.67M | $72.65 | 67.34K |
| Q1 2020 | share | Increase | +14.31% | 6.77K shares | -321K | $59.81 | 54.08K |
| Q4 2019 | share | Increase | +29.50% | 10.77K shares | 1.04M | $74.57 | 47.31K |
| Q3 2019 | share | Increase | +49.22% | 12.05K shares | 872K | $68.44 | 36.53K |
| Q2 2019 | share | Increase | 0.00% | 24.48K shares | 1.71M | $67.41 | 24.48K |