VISTA WEALTH MANAGEMENT GROUP, LLC – Schwab U.S. Large-Cap ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$951,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 4 shares | -2K | $42.35 | 21.24K |
| Q2 2022 | share | Decrease | -32.12% | -10.05K shares | -732K | $44.66 | 21.24K |
| Q1 2022 | share | Increase | +0.10% | 31 shares | -94K | $53.85 | 31.29K |
| Q4 2021 | share | Increase | +47.24% | 5.01K shares | 674K | $114.22 | 15.63K |
| Q3 2021 | share | Increase | +0.97% | 102 shares | 12K | $104.03 | 10.61K |
| Q2 2021 | share | Increase | +0.01% | 1 shares | 83K | $103.64 | 10.51K |
| Q1 2021 | share | Increase | +3.58% | 363 shares | 87K | $95.42 | 10.51K |
| Q4 2020 | share | Decrease | -12.62% | -1.46K shares | -14K | $90.1 | 10.15K |
| Q3 2020 | share | Decrease | -3.31% | -398 shares | 47K | $79.55 | 11.61K |
| Q2 2020 | share | Decrease | -0.05% | -6 shares | 154K | $72.65 | 12.01K |
| Q1 2020 | share | Increase | +3.12% | 364 shares | -159K | $59.81 | 12.02K |
| Q4 2019 | share | Increase | 0.00% | 11.65K shares | 895K | $74.57 | 11.65K |