VISIONARY WEALTH ADVISORS – Schwab 1000 Index ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$532,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.39% | -60 shares | -30K | $34.61 | 15.35K |
| Q2 2022 | share | Decrease | -5.77% | -945 shares | -158K | $36.46 | 15.41K |
| Q1 2022 | share | Increase | +2.11% | 338 shares | -26K | $44.03 | 16.36K |
| Q4 2021 | share | Decrease | -0.99% | -161 shares | 56K | $46.72 | 16.02K |
| Q3 2021 | share | Decrease | -12.20% | -2.24K shares | -96K | $42.6 | 16.18K |
| Q2 2021 | share | Increase | +70.09% | 7.59K shares | 359K | $42.53 | 18.43K |
| Q1 2021 | share | Increase | 0.00% | 10.83K shares | 427K | $39.18 | 10.83K |