VISTA WEALTH MANAGEMENT GROUP, LLC – iShares Russell 1000 ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$1.10M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.88% | -47 shares | -12K | $197.33 | 5.31K |
| Q2 2022 | share | Decrease | -0.76% | -41 shares | -232K | $207.76 | 5.36K |
| Q1 2022 | share | Decrease | -1.66% | -91 shares | -101K | $250.07 | 5.40K |
| Q4 2021 | share | Decrease | -0.51% | -28 shares | 118K | $265.42 | 5.49K |
| Q3 2021 | share | Decrease | -2.51% | -142 shares | -37K | $241.71 | 5.52K |
| Q2 2021 | share | 0.00% | 0 shares | 104K | $241.27 | 5.66K | |
| Q1 2021 | share | 0.00% | 0 shares | 68K | $222.57 | 5.66K | |
| Q4 2020 | share | 0.00% | 0 shares | 140K | $209.97 | 5.66K | |
| Q3 2020 | share | 0.00% | 0 shares | 87K | $184.79 | 5.66K | |
| Q2 2020 | share | Decrease | -14.19% | -937 shares | 38K | $168.79 | 5.66K |
| Q1 2020 | share | Increase | +0.72% | 47 shares | -235K | $138.66 | 6.60K |
| Q4 2019 | share | Increase | 0.00% | 6.55K shares | 1.17M | $173.85 | 6.55K |