MADISON WEALTH MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$1.88M
portfolio value
MADISON WEALTH MANAGEMENT quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -98K | $41.99 | 44.76K | |
| Q2 2022 | share | 0.00% | 0 shares | -412K | $44.19 | 44.76K | |
| Q1 2022 | share | Decrease | -0.34% | -151 shares | -148K | $53.39 | 44.76K |
| Q4 2021 | share | Decrease | -3.58% | -835 shares | 119K | $113.36 | 22.45K |
| Q3 2021 | share | Decrease | -1.44% | -340 shares | -45K | $103.86 | 23.29K |
| Q2 2021 | share | 0.00% | 0 shares | 178K | $103.94 | 23.63K | |
| Q1 2021 | share | 0.00% | 0 shares | 136K | $96.11 | 23.63K | |
| Q4 2020 | share | 0.00% | 0 shares | 268K | $90.16 | 23.63K | |
| Q3 2020 | share | 0.00% | 0 shares | 146K | $78.59 | 23.63K | |
| Q2 2020 | share | Increase | +19.85% | 3.91K shares | 544K | $72.04 | 23.63K |
| Q1 2020 | share | Increase | +22.15% | 3.57K shares | -49K | $59.01 | 19.71K |
| Q4 2019 | share | Increase | 0.00% | 16.14K shares | 1.24M | $74.64 | 16.14K |