VISTA WEALTH MANAGEMENT GROUP, LLC – Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$900,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.61% | -1.09K shares | -75K | $55.81 | 15.45K |
| Q2 2022 | share | Increase | +0.83% | 136 shares | -253K | $57.99 | 16.54K |
| Q1 2022 | share | Decrease | -32.37% | -7.85K shares | -759K | $74.82 | 16.41K |
| Q4 2021 | share | Decrease | -4.34% | -551 shares | 109K | $165.03 | 12.13K |
| Q3 2021 | share | Decrease | -5.67% | -763 shares | -85K | $148.09 | 12.68K |
| Q2 2021 | share | Decrease | -2.55% | -352 shares | 172K | $145.82 | 13.44K |
| Q1 2021 | share | Decrease | -3.86% | -554 shares | -52K | $129.53 | 13.79K |
| Q4 2020 | share | Decrease | -3.69% | -550 shares | 127K | $128.03 | 14.35K |
| Q3 2020 | share | Decrease | -13.35% | -2.29K shares | -30K | $114.67 | 14.90K |
| Q2 2020 | share | Increase | +2.20% | 370 shares | 406K | $100.94 | 17.19K |
| Q1 2020 | share | Decrease | -9.37% | -1.73K shares | -385K | $79.05 | 16.82K |
| Q4 2019 | share | Increase | 0.00% | 18.56K shares | 1.72M | $92.01 | 18.56K |