VISIONARY WEALTH ADVISORS – Schwab Short-Term U.S. Treasury ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$467,000
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +22.14% | 1.75K shares | 77K | $48.26 | 9.67K |
| Q2 2022 | share | Increase | +35.66% | 2.08K shares | 101K | $49.19 | 7.92K |
| Q1 2022 | share | Decrease | -44.72% | -4.72K shares | -248K | $49.54 | 5.84K |
| Q4 2021 | share | Increase | 0.00% | 10.56K shares | 537K | $50.85 | 10.56K |
| Q1 2021 | share | Decrease | -100.00% | -10.32K shares | -530K | $51.17 | 0 |
| Q4 2020 | share | Decrease | -36.11% | -5.83K shares | -302K | $51.19 | 10.32K |
| Q3 2020 | share | Decrease | -54.33% | -19.21K shares | -994K | $51.16 | 16.15K |
| Q2 2020 | share | Decrease | -58.21% | -49.27K shares | -2.55M | $51.14 | 35.37K |
| Q1 2020 | share | Increase | 0.00% | 84.65K shares | 4.37M | $51.04 | 84.65K |