VISTA WEALTH MANAGEMENT GROUP, LLC – iShares Core S&P Small-Cap ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$371,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.30% | -12 shares | 2K | $87.19 | 3.99K |
| Q2 2022 | share | Increase | +12.66% | 450 shares | -14K | $92.41 | 4.00K |
| Q1 2022 | share | Decrease | -10.70% | -426 shares | -73K | $107.88 | 3.55K |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $114.65 | 3.98K | |
| Q3 2021 | share | Increase | +1.56% | 61 shares | -8K | $109.19 | 3.98K |
| Q2 2021 | share | Decrease | -1.31% | -52 shares | 12K | $112.47 | 3.91K |
| Q1 2021 | share | Decrease | -10.02% | -442 shares | 25K | $107.8 | 3.97K |
| Q4 2020 | share | 0.00% | 0 shares | 96K | $91.05 | 4.41K | |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $69.39 | 4.41K | |
| Q2 2020 | share | Decrease | -0.34% | -15 shares | 53K | $67.19 | 4.41K |
| Q1 2020 | share | Decrease | -49.42% | -4.32K shares | -486K | $55.01 | 4.42K |
| Q4 2019 | share | Increase | 0.00% | 8.75K shares | 734K | $81.83 | 8.75K |