VISTA WEALTH MANAGEMENT GROUP, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$1.41M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.40% | 129 shares | -125K | $45.31 | 32.13K |
| Q2 2022 | share | Decrease | -0.10% | -31 shares | -80K | $47.87 | 32.00K |
| Q1 2022 | share | Decrease | -15.68% | -5.95K shares | -428K | $50.57 | 32.03K |
| Q4 2021 | share | Decrease | -0.19% | -72 shares | -17K | $53.88 | 37.99K |
| Q3 2021 | share | Increase | +14.07% | 4.69K shares | 243K | $53.98 | 38.06K |
| Q2 2021 | share | Decrease | -2.25% | -768 shares | -20K | $54.03 | 33.37K |
| Q1 2021 | share | Decrease | -2.88% | -1.01K shares | -127K | $53.1 | 34.13K |
| Q4 2020 | share | Increase | +0.98% | 340 shares | 17K | $54.94 | 35.15K |
| Q3 2020 | share | Decrease | -19.32% | -8.33K shares | -475K | $54.57 | 34.81K |
| Q2 2020 | share | Increase | +3.20% | 1.33K shares | 158K | $54.41 | 43.14K |
| Q1 2020 | share | Decrease | -16.11% | -8.03K shares | -394K | $52.17 | 41.81K |
| Q4 2019 | share | Increase | 0.00% | 49.84K shares | 2.66M | $51.13 | 49.84K |