VISTA WEALTH MANAGEMENT GROUP, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$279,000
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.55% | -32 shares | -8K | $48.26 | 5.81K |
| Q2 2022 | share | Increase | +1.39% | 80 shares | 1K | $49.19 | 5.84K |
| Q1 2022 | share | Increase | +0.30% | 17 shares | -6K | $49.54 | 5.76K |
| Q4 2021 | share | Decrease | -0.07% | -4 shares | -2K | $50.85 | 5.74K |
| Q3 2021 | share | Increase | +10.41% | 542 shares | 27K | $51.15 | 5.75K |
| Q2 2021 | share | Decrease | -3.47% | -187 shares | -10K | $51.13 | 5.20K |
| Q1 2021 | share | Decrease | -4.39% | -248 shares | -13K | $51.17 | 5.39K |
| Q4 2020 | share | Decrease | -0.02% | -1 shares | -1K | $51.19 | 5.64K |
| Q3 2020 | share | Increase | 0.00% | 5.64K shares | 291K | $51.16 | 5.64K |