VISIONARY WEALTH ADVISORS – iShares Core S&P Total U.S. Stock Market ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$621,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +10.17% | 721 shares | 27K | $79.54 | 7.81K |
Q2 2022 | share | Increase | +3.64% | 249 shares | -97K | $83.78 | 7.09K |
Q1 2022 | share | Increase | +30.16% | 1.58K shares | 129K | $100.94 | 6.84K |
Q4 2021 | share | Increase | +7.20% | 353 shares | 80K | $107.29 | 5.25K |
Q3 2021 | share | Increase | +32.09% | 1.19K shares | 115K | $98.38 | 4.90K |
Q2 2021 | share | Increase | +9.34% | 317 shares | 56K | $98.41 | 3.71K |
Q1 2021 | share | Increase | +6.66% | 212 shares | 37K | $91.05 | 3.39K |
Q4 2020 | share | Increase | +2.61% | 81 shares | 40K | $85.42 | 3.18K |
Q3 2020 | share | Decrease | -18.56% | -707 shares | -30K | $74.49 | 3.10K |
Q2 2020 | share | Decrease | -2.23% | -87 shares | 42K | $68.2 | 3.80K |
Q1 2020 | share | Increase | 0.00% | 3.89K shares | 222K | $55.97 | 3.89K |