VISTA WEALTH MANAGEMENT GROUP, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$350,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.49% | -1.05K shares | -48K | $47.76 | 6.76K |
| Q2 2022 | share | Decrease | -0.48% | -38 shares | -62K | $50.9 | 7.81K |
| Q1 2022 | share | Decrease | -49.29% | -7.63K shares | -448K | $58.5 | 7.85K |
| Q4 2021 | share | Decrease | -3.27% | -523 shares | 44K | $58.61 | 15.49K |
| Q3 2021 | share | Decrease | -0.73% | -118 shares | -19K | $53.95 | 16.01K |
| Q2 2021 | share | Decrease | -6.31% | -1.08K shares | -7K | $54.47 | 16.13K |
| Q1 2021 | share | Decrease | -4.63% | -836 shares | 72K | $51.22 | 17.22K |
| Q4 2020 | share | Decrease | -3.16% | -589 shares | 96K | $44.71 | 18.05K |
| Q3 2020 | share | Decrease | -59.43% | -27.31K shares | -971K | $38.04 | 18.64K |
| Q2 2020 | share | Decrease | -16.96% | -9.38K shares | -41K | $35.87 | 45.95K |
| Q1 2020 | share | Increase | +2.98% | 1.60K shares | -560K | $30.3 | 55.34K |
| Q4 2019 | share | Increase | 0.00% | 53.74K shares | 2.29M | $40.97 | 53.74K |