VISTA WEALTH MANAGEMENT GROUP, LLC – Schwab U.S. Dividend Equity ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$267,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.84% | -1.17K shares | -83K | $66.43 | 3.74K |
| Q2 2022 | share | 0.00% | 0 shares | -37K | $71.63 | 4.91K | |
| Q1 2022 | share | Decrease | -8.19% | -438 shares | -45K | $78.89 | 4.91K |
| Q4 2021 | share | 0.00% | 0 shares | 35K | $80.71 | 5.34K | |
| Q3 2021 | share | Increase | +0.26% | 14 shares | -6K | $74.24 | 5.34K |
| Q2 2021 | share | Increase | +44.27% | 1.63K shares | 133K | $75.03 | 5.33K |
| Q1 2021 | share | 0.00% | 0 shares | 33K | $71.83 | 3.69K | |
| Q4 2020 | share | 0.00% | 0 shares | 33K | $62.74 | 3.69K | |
| Q3 2020 | share | Increase | 0.00% | 3.69K shares | 204K | $53.59 | 3.69K |
| Q1 2020 | share | Decrease | -100.00% | -3.69K shares | -214K | $42.78 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.69K shares | 214K | $54.52 | 3.69K |