BEACON FINANCIAL ADVISORY LLC – Schwab U.S. Aggregate Bond ETF Transaction History
BEACON FINANCIAL ADVISORY LLC portfolio value:
$533,000
portfolio value
BEACON FINANCIAL ADVISORY LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.37% | 493 shares | -7K | $45.31 | 11.77K |
| Q2 2022 | share | Decrease | -8.99% | -1.11K shares | -87K | $47.87 | 11.27K |
| Q1 2022 | share | Increase | 0.00% | 12.39K shares | 627K | $50.57 | 12.39K |