VISIONARY WEALTH ADVISORS – Schwab U.S. Large-Cap ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$899,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.00% | 416 shares | -31K | $42.35 | 21.23K |
| Q2 2022 | share | Decrease | -1.86% | -395 shares | -212K | $44.66 | 20.81K |
| Q1 2022 | share | Increase | +27.08% | 4.51K shares | 192K | $53.85 | 21.20K |
| Q4 2021 | share | Increase | +13.89% | 1.01K shares | 188K | $114.22 | 8.34K |
| Q3 2021 | share | Increase | +24.25% | 1.43K shares | 149K | $104.03 | 7.32K |
| Q2 2021 | share | Decrease | -18.93% | -1.37K shares | -86K | $103.64 | 5.89K |
| Q1 2021 | share | Decrease | -17.43% | -1.53K shares | -102K | $95.42 | 7.27K |
| Q4 2020 | share | Decrease | -22.71% | -2.58K shares | -118K | $90.1 | 8.81K |
| Q3 2020 | share | Increase | +4.65% | 506 shares | 112K | $79.55 | 11.39K |
| Q2 2020 | share | Decrease | -91.41% | -115.91K shares | -6.96M | $72.65 | 10.89K |
| Q1 2020 | share | Decrease | -25.23% | -42.79K shares | -5.26M | $59.81 | 126.80K |
| Q4 2019 | share | Increase | 0.00% | 169.59K shares | 13.02M | $74.57 | 169.59K |