VISTA WEALTH MANAGEMENT GROUP, LLC – iShares Russell Mid-Cap ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$411,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-3.88%
quarter
iShares Russell Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.41% | 437 shares | 27K | $62.15 | 6.33K |
| Q2 2022 | share | 0.00% | 0 shares | -77K | $64.66 | 5.90K | |
| Q1 2022 | share | 0.00% | 0 shares | -29K | $78.04 | 5.90K | |
| Q4 2021 | share | 0.00% | 0 shares | 28K | $83.08 | 5.90K | |
| Q3 2021 | share | Increase | +2.80% | 161 shares | 7K | $78.22 | 5.90K |
| Q2 2021 | share | 0.00% | 0 shares | 31K | $78.98 | 5.74K | |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $73.54 | 5.74K | |
| Q4 2020 | share | 0.00% | 0 shares | 64K | $68.01 | 5.74K | |
| Q3 2020 | share | 0.00% | 0 shares | 21K | $56.74 | 5.74K | |
| Q2 2020 | share | 0.00% | 0 shares | 60K | $52.79 | 5.74K | |
| Q1 2020 | share | Decrease | -4.90% | -296 shares | -112K | $42.39 | 5.74K |
| Q4 2019 | share | Increase | 0.00% | 6.03K shares | 360K | $58.17 | 6.03K |