VISTA WEALTH MANAGEMENT GROUP, LLC – Schwab U.S. REIT ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$507,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.81% | 4.99K shares | 24K | $18.69 | 27.92K |
| Q2 2022 | share | Decrease | -0.47% | -108 shares | -90K | $21.09 | 22.92K |
| Q1 2022 | share | Decrease | -1.56% | -365 shares | -43K | $24.89 | 23.03K |
| Q4 2021 | share | Decrease | -1.76% | -210 shares | 72K | $52.58 | 11.69K |
| Q3 2021 | share | Increase | +2.01% | 235 shares | 9K | $45.68 | 11.90K |
| Q2 2021 | share | Decrease | -1.81% | -215 shares | 47K | $45.57 | 11.67K |
| Q1 2021 | share | Decrease | -3.80% | -469 shares | 19K | $40.72 | 11.88K |
| Q4 2020 | share | Increase | +0.03% | 4 shares | 32K | $37.6 | 12.35K |
| Q3 2020 | share | Increase | +56.13% | 4.44K shares | 158K | $34.57 | 12.35K |
| Q2 2020 | share | Decrease | -12.11% | -1.09K shares | -16K | $34.18 | 7.91K |
| Q1 2020 | share | Increase | +2.40% | 211 shares | -109K | $31.56 | 9.00K |
| Q4 2019 | share | Increase | 0.00% | 8.79K shares | 404K | $44.13 | 8.79K |