VISIONARY WEALTH ADVISORS – iShares ESG Aware MSCI USA ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$515,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -19.69% | -1.59K shares | -163K | $79.41 | 6.48K |
| Q2 2022 | share | Decrease | -62.21% | -13.29K shares | -1.48M | $83.9 | 8.07K |
| Q1 2022 | share | Decrease | -15.76% | -3.99K shares | -571K | $101.35 | 21.36K |
| Q4 2021 | share | Decrease | -9.30% | -2.60K shares | -17K | $108.23 | 25.36K |
| Q3 2021 | share | Increase | +4.86% | 1.29K shares | 128K | $98.46 | 27.96K |
| Q2 2021 | share | Increase | +18.50% | 4.16K shares | 581K | $98.16 | 26.67K |
| Q1 2021 | share | Increase | +66.61% | 8.99K shares | 883K | $90.36 | 22.50K |
| Q4 2020 | share | Increase | +0.45% | 60 shares | 137K | $85.28 | 13.50K |
| Q3 2020 | share | Decrease | -28.97% | -5.48K shares | -300K | $75.29 | 13.44K |
| Q2 2020 | share | Increase | +223.79% | 13.08K shares | 989K | $68.88 | 18.93K |
| Q1 2020 | share | Increase | 0.00% | 5.84K shares | 336K | $56.37 | 5.84K |