GOALVEST ADVISORY LLC – Schwab U.S. Large-Cap Value ETF Transaction History
GOALVEST ADVISORY LLC portfolio value:
$2,000
portfolio value
GOALVEST ADVISORY LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -97.56% | -1.52K shares | -96K | $58.51 | 38 |
| Q2 2022 | share | Decrease | -27.51% | -592 shares | -56K | $62.42 | 1.56K |
| Q1 2022 | share | Decrease | -7.04% | -163 shares | -4K | $71.39 | 2.15K |
| Q2 2021 | share | Increase | +0.35% | 8 shares | 7K | $68.01 | 2.31K |
| Q1 2021 | share | Decrease | -27.20% | -862 shares | -38K | $64.61 | 2.30K |
| Q4 2020 | share | Increase | 0.00% | 3.16K shares | 189K | $58.65 | 3.16K |