VISIONARY WEALTH ADVISORS – Schwab U.S. Dividend Equity ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$3.88M
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -80.70% | -244.24K shares | -17.79M | $66.43 | 58.42K |
| Q2 2022 | share | Increase | +37.09% | 81.88K shares | 4.26M | $71.63 | 302.66K |
| Q1 2022 | share | Decrease | -2.69% | -6.10K shares | -922K | $78.89 | 220.77K |
| Q4 2021 | share | Increase | +2.35% | 5.21K shares | 1.88M | $80.71 | 226.88K |
| Q3 2021 | share | Decrease | -0.97% | -2.16K shares | -470K | $74.24 | 221.67K |
| Q2 2021 | share | Decrease | -8.08% | -19.66K shares | -830K | $75.03 | 223.84K |
| Q1 2021 | share | Decrease | -9.45% | -25.40K shares | 509K | $71.83 | 243.51K |
| Q4 2020 | share | Increase | +42.93% | 80.77K shares | 6.84M | $62.74 | 268.91K |
| Q3 2020 | share | Increase | +0.67% | 1.25K shares | 733K | $53.59 | 188.14K |
| Q2 2020 | share | Increase | +34.23% | 47.65K shares | 3.40M | $49.64 | 186.88K |
| Q1 2020 | share | Increase | +12.25% | 15.19K shares | -922K | $42.78 | 139.22K |
| Q4 2019 | share | Increase | 0.00% | 124.03K shares | 7.18M | $54.52 | 124.03K |