VISTA WEALTH MANAGEMENT GROUP, LLC – iShares Core S&P 500 ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$942,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.87% | -241 shares | -93K | $358.65 | 2.47K |
| Q2 2022 | share | Increase | +19.95% | 452 shares | 7K | $379.15 | 2.71K |
| Q1 2022 | share | 0.00% | 0 shares | -53K | $453.69 | 2.26K | |
| Q4 2021 | share | 0.00% | 0 shares | 105K | $478.18 | 2.26K | |
| Q3 2021 | share | Increase | +2.95% | 65 shares | 30K | $430.82 | 2.26K |
| Q2 2021 | share | 0.00% | 0 shares | 70K | $428.29 | 2.20K | |
| Q1 2021 | share | Increase | +7.89% | 161 shares | 110K | $395.17 | 2.20K |
| Q4 2020 | share | Increase | +23.86% | 393 shares | 213K | $371.65 | 2.04K |
| Q3 2020 | share | Decrease | -29.71% | -696 shares | -173K | $331.25 | 1.64K |
| Q2 2020 | share | Increase | +72.41% | 984 shares | 375K | $303.84 | 2.34K |
| Q1 2020 | share | Increase | +30.92% | 321 shares | 15K | $252.48 | 1.35K |
| Q4 2019 | share | Increase | 0.00% | 1.03K shares | 336K | $313.89 | 1.03K |