SOUND VIEW WEALTH ADVISORS GROUP, LLC – Schwab U.S. Dividend Equity ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$6.51M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC 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 | Decrease | -1.20% | -1.19K shares | -595K | $66.43 | 98.04K |
| Q2 2022 | share | Increase | +4.17% | 3.97K shares | -407K | $71.63 | 99.23K |
| Q1 2022 | share | Increase | +8.86% | 7.75K shares | 441K | $78.89 | 95.26K |
| Q4 2021 | share | Increase | +38.10% | 24.14K shares | 2.36M | $80.71 | 87.51K |
| Q3 2021 | share | Decrease | -3.06% | -2K shares | -238K | $74.24 | 63.36K |
| Q2 2021 | share | Increase | +5.67% | 3.50K shares | 432K | $75.03 | 65.36K |
| Q1 2021 | share | Decrease | -5.14% | -3.35K shares | 328K | $71.83 | 61.86K |
| Q4 2020 | share | Increase | +5.33% | 3.3K shares | 759K | $62.74 | 65.21K |
| Q3 2020 | share | Increase | +2.71% | 1.63K shares | 304K | $53.59 | 61.91K |
| Q2 2020 | share | Increase | +11.23% | 6.08K shares | 682K | $49.64 | 60.28K |
| Q1 2020 | share | Increase | +24.25% | 10.57K shares | -89K | $42.78 | 54.2K |
| Q4 2019 | share | Increase | +13.00% | 5.01K shares | 412K | $54.52 | 43.62K |
| Q3 2019 | share | Increase | +6.39% | 2.31K shares | 189K | $51.15 | 38.60K |
| Q2 2019 | share | Increase | 0.00% | 36.28K shares | 1.92M | $49.11 | 36.28K |