HERITAGE WEALTH MANAGEMENT, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$197,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.40% | -853 shares | -51.97K | $45.31 | 4.34K |
| Q2 2022 | share | Decrease | -80.93% | -22.07K shares | -1.13M | $47.87 | 5.20K |
| Q1 2022 | share | Decrease | -62.64% | -45.73K shares | -2.58M | $50.57 | 27.27K |
| Q3 2021 | share | Decrease | -31.30% | -33.25K shares | -1.84M | $53.98 | 73.00K |
| Q2 2021 | share | Increase | 0.00% | 106.26K shares | 5.80M | $54.03 | 106.26K |