VISTA WEALTH MANAGEMENT GROUP, LLC – iShares Russell 1000 Value ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$1.39M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 3K | $135.99 | 9.63K | |
| Q2 2022 | share | Increase | +5.75% | 524 shares | -121K | $144.97 | 9.63K |
| Q1 2022 | share | 0.00% | 0 shares | -18K | $165.98 | 9.11K | |
| Q4 2021 | share | 0.00% | 0 shares | 105K | $167.97 | 9.11K | |
| Q3 2021 | share | Decrease | -1.57% | -145 shares | -43K | $156.51 | 9.11K |
| Q2 2021 | share | Decrease | -2.28% | -216 shares | 33K | $157.82 | 9.25K |
| Q1 2021 | share | Decrease | -0.76% | -73 shares | 131K | $150.24 | 9.47K |
| Q4 2020 | share | Decrease | -4.24% | -423 shares | 127K | $134.99 | 9.54K |
| Q3 2020 | share | 0.00% | 0 shares | 55K | $116.11 | 9.97K | |
| Q2 2020 | share | Decrease | -4.68% | -490 shares | 85K | $110 | 9.97K |
| Q1 2020 | share | Increase | +17.49% | 1.55K shares | -177K | $96.29 | 10.46K |
| Q4 2019 | share | Increase | 0.00% | 8.90K shares | 1.21M | $131.41 | 8.90K |