JEPPSON WEALTH MANAGEMENT, LLC – Schwab U.S. TIPS ETF Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$284,000
portfolio value
JEPPSON WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -60.95% | -8.56K shares | -500K | $51.8 | 5.48K |
| Q2 2022 | share | Decrease | -86.34% | -88.80K shares | -5.46M | $55.8 | 14.05K |
| Q1 2022 | share | Decrease | -53.16% | -116.73K shares | -7.56M | $60.71 | 102.85K |
| Q4 2021 | share | Increase | +229.71% | 152.99K shares | 9.64M | $62.99 | 219.59K |
| Q3 2021 | share | Increase | +2.86% | 1.85K shares | 120K | $61.98 | 66.6K |
| Q2 2021 | share | Decrease | -14.97% | -11.4K shares | -610K | $60.85 | 64.75K |
| Q1 2021 | share | Decrease | -37.08% | -44.88K shares | -2.85M | $59.02 | 76.15K |
| Q4 2020 | share | Increase | +625.39% | 104.34K shares | 6.48M | $59.91 | 121.03K |
| Q3 2020 | share | Increase | 0.00% | 16.68K shares | 1.02M | $58.91 | 16.68K |