IVC WEALTH ADVISORS LLC – Schwab U.S. Large-Cap Value ETF Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$11.08M
portfolio value
IVC WEALTH ADVISORS 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 | -0.80% | -1.52K shares | -836K | $58.51 | 189.39K |
| Q2 2022 | share | Decrease | -7.68% | -15.87K shares | -2.84M | $62.42 | 190.91K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $71.39 | 201.03K | |
| Q4 2021 | share | Increase | +5.75% | 10.92K shares | 1.89M | $73.15 | 201.03K |
| Q3 2021 | share | Increase | +2.23% | 4.15K shares | 115K | $67.48 | 190.10K |
| Q2 2021 | share | Increase | +13.80% | 22.55K shares | 2.04M | $68.01 | 185.95K |
| Q1 2021 | share | Increase | +63.64% | 63.54K shares | 4.72M | $64.61 | 163.39K |
| Q4 2020 | share | Increase | 0.00% | 99.85K shares | 5.94M | $58.65 | 99.85K |