VISIONARY WEALTH ADVISORS – iShares Core S&P U.S. Growth ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$530,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-4.21%
quarter
iShares Core S&P U.S. Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.29% | -225 shares | -42K | $80.18 | 6.61K |
| Q2 2022 | share | Increase | +4.86% | 317 shares | -117K | $83.7 | 6.83K |
| Q1 2022 | share | Increase | +10.75% | 633 shares | 8K | $105.66 | 6.52K |
| Q4 2021 | share | Increase | +5.59% | 312 shares | 110K | $116.19 | 5.88K |
| Q3 2021 | share | Increase | +6.27% | 329 shares | 41K | $102.41 | 5.57K |
| Q2 2021 | share | Increase | +3.00% | 153 shares | 67K | $100.79 | 5.24K |
| Q1 2021 | share | Increase | +1.47% | 74 shares | 18K | $90.49 | 5.09K |
| Q4 2020 | share | Increase | +2.89% | 141 shares | 55K | $88.24 | 5.02K |
| Q3 2020 | share | Decrease | -9.23% | -496 shares | 4K | $79.36 | 4.88K |
| Q2 2020 | share | Increase | +4.88% | 250 shares | 93K | $71.12 | 5.37K |
| Q1 2020 | share | Increase | +55.15% | 1.82K shares | 70K | $56.34 | 5.12K |
| Q4 2019 | share | Increase | 0.00% | 3.30K shares | 223K | $66.52 | 3.30K |