CLEARVIEW WEALTH ADVISORS LLC – Schwab U.S. Aggregate Bond ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$6.30M
portfolio value
CLEARVIEW WEALTH ADVISORS 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 | Increase | +2.26% | 3.07K shares | -209K | $45.31 | 139.21K |
| Q2 2022 | share | Decrease | -19.74% | -33.47K shares | -2.06M | $47.87 | 136.14K |
| Q1 2022 | share | Increase | 0.00% | 169.61K shares | 8.57M | $50.57 | 169.61K |