JEPPSON WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$509,000
portfolio value
JEPPSON WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.36% | 44 shares | -25K | $41.99 | 12.13K |
| Q2 2022 | share | Increase | +14.60% | 1.54K shares | -29K | $44.19 | 12.08K |
| Q1 2022 | share | Increase | +0.28% | 29 shares | -31K | $53.39 | 10.54K |
| Q4 2021 | share | Decrease | -3.33% | -181 shares | 29K | $113.36 | 5.26K |
| Q3 2021 | share | Increase | +0.29% | 16 shares | 0 | $103.86 | 5.44K |
| Q2 2021 | share | Increase | +0.30% | 16 shares | 42K | $103.94 | 5.42K |
| Q1 2021 | share | Increase | +0.26% | 14 shares | 32K | $96.11 | 5.40K |
| Q4 2020 | share | Increase | +0.37% | 20 shares | 63K | $90.16 | 5.39K |
| Q3 2020 | share | Increase | 0.00% | 5.37K shares | 428K | $78.59 | 5.37K |