VISIONARY WEALTH ADVISORS – iShares Core Moderate Allocation ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$458,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.95% | 475 shares | -11K | $36.61 | 12.50K |
| Q2 2022 | share | Increase | +1.91% | 226 shares | -38K | $38.96 | 12.03K |
| Q1 2022 | share | Increase | +2.08% | 240 shares | -19K | $42.97 | 11.80K |
| Q4 2021 | share | Increase | +0.71% | 81 shares | 12K | $45.56 | 11.56K |
| Q3 2021 | share | Increase | +4.86% | 532 shares | 21K | $44.62 | 11.48K |
| Q2 2021 | share | Decrease | -35.67% | -6.07K shares | -248K | $44.74 | 10.95K |
| Q1 2021 | share | Increase | +5.73% | 923 shares | 45K | $43.14 | 17.02K |
| Q4 2020 | share | Decrease | -1.13% | -184 shares | 28K | $42.79 | 16.1K |
| Q3 2020 | share | Increase | +0.79% | 128 shares | 24K | $40.25 | 16.28K |
| Q2 2020 | share | Decrease | -4.42% | -747 shares | 23K | $38.85 | 16.15K |
| Q1 2020 | share | Increase | +10.51% | 1.60K shares | 8K | $35.61 | 16.90K |
| Q4 2019 | share | Increase | 0.00% | 15.29K shares | 613K | $38.9 | 15.29K |