VISIONARY WEALTH ADVISORS – Schwab U.S. Large-Cap Value ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$16.77M
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -35.92% | -160.72K shares | -11.15M | $58.51 | 286.66K |
| Q2 2022 | share | Increase | +9.48% | 38.75K shares | -1.24M | $62.42 | 447.38K |
| Q1 2022 | share | Decrease | -19.60% | -99.59K shares | -8.04M | $71.39 | 408.63K |
| Q4 2021 | share | Increase | +34.38% | 130.01K shares | 11.69M | $73.15 | 508.23K |
| Q3 2021 | share | Increase | +4.91% | 17.68K shares | 872K | $67.48 | 378.21K |
| Q2 2021 | share | Increase | +18.88% | 57.26K shares | 4.85M | $68.01 | 360.53K |
| Q1 2021 | share | Increase | +54.67% | 107.19K shares | 8.12M | $64.61 | 303.26K |
| Q4 2020 | share | Increase | +36.08% | 51.98K shares | 4.15M | $58.65 | 196.07K |
| Q3 2020 | share | Decrease | -34.64% | -76.35K shares | -3.52M | $51.09 | 144.08K |
| Q2 2020 | share | Increase | +6.86% | 14.15K shares | 1.91M | $48.43 | 220.43K |
| Q1 2020 | share | Increase | +1264.28% | 191.15K shares | 8.22M | $42.48 | 206.27K |
| Q4 2019 | share | Increase | 0.00% | 15.12K shares | 909K | $57.12 | 15.12K |