VISTA WEALTH MANAGEMENT GROUP, LLC – iShares Select Dividend ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$1.43M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -34K | $107.22 | 12.63K | |
| Q2 2022 | share | Decrease | -1.94% | -250 shares | -181K | $117.67 | 12.63K |
| Q1 2022 | share | 0.00% | 0 shares | 71K | $128.13 | 12.88K | |
| Q4 2021 | share | 0.00% | 0 shares | 101K | $122.43 | 12.88K | |
| Q3 2021 | share | 0.00% | 0 shares | -24K | $114.72 | 12.88K | |
| Q2 2021 | share | Increase | +1.98% | 250 shares | 61K | $115.59 | 12.88K |
| Q1 2021 | share | 0.00% | 0 shares | 226K | $112.17 | 12.63K | |
| Q4 2020 | share | 0.00% | 0 shares | 185K | $93.76 | 12.63K | |
| Q3 2020 | share | Decrease | -4.81% | -638 shares | -41K | $78.79 | 12.63K |
| Q2 2020 | share | 0.00% | 0 shares | 95K | $77.08 | 13.26K | |
| Q1 2020 | share | 0.00% | 0 shares | -426K | $69.55 | 13.26K | |
| Q4 2019 | share | Increase | 0.00% | 13.26K shares | 1.40M | $98.6 | 13.26K |