GOALVEST ADVISORY LLC – Schwab U.S. Large-Cap ETF Transaction History
GOALVEST ADVISORY LLC portfolio value:
$16,000
portfolio value
GOALVEST ADVISORY LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -61.46% | -590 shares | -27K | $42.35 | 370 |
| Q2 2022 | share | Decrease | -9.09% | -96 shares | -14K | $44.66 | 960 |
| Q1 2022 | share | Increase | 0.00% | 1.05K shares | 57K | $53.85 | 1.05K |
| Q1 2021 | share | Decrease | -100.00% | -17 shares | -2K | $95.42 | 0 |
| Q4 2020 | share | Increase | 0.00% | 34 shares | 2K | $90.1 | 34 |