VISIONARY WEALTH ADVISORS – Schwab U.S. Small-Cap ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$23.35M
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.81% | 22.68K shares | 149K | $37.8 | 617.94K |
| Q2 2022 | share | Increase | +4.53% | 25.82K shares | -3.76M | $38.99 | 595.26K |
| Q1 2022 | share | Increase | +25.86% | 117.01K shares | 3.80M | $47.36 | 569.44K |
| Q4 2021 | share | Increase | +3.63% | 7.91K shares | 1.31M | $102.53 | 226.21K |
| Q3 2021 | share | Increase | +24.30% | 42.67K shares | 3.55M | $100.1 | 218.29K |
| Q2 2021 | share | Increase | +2.69% | 4.6K shares | 1.25M | $103.88 | 175.62K |
| Q1 2021 | share | Decrease | -2.75% | -4.83K shares | 1.39M | $99.17 | 171.02K |
| Q4 2020 | share | Decrease | -1.35% | -2.40K shares | 3.47M | $88.35 | 175.85K |
| Q3 2020 | share | Decrease | -2.95% | -5.41K shares | 177K | $67.59 | 178.26K |
| Q2 2020 | share | Increase | +8.71% | 14.71K shares | 3.29M | $64.37 | 183.67K |
| Q1 2020 | share | Increase | +3.97% | 6.44K shares | -3.58M | $50.66 | 168.96K |
| Q4 2019 | share | Increase | 0.00% | 162.51K shares | 12.29M | $74.03 | 162.51K |