GUARDIAN WEALTH ADVISORS, LLC / NC – Schwab U.S. Broad Market ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$120,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.68% | -657 shares | -35K | $41.99 | 2.86K |
| Q2 2022 | share | Increase | +729.48% | 3.09K shares | 132K | $44.19 | 3.51K |
| Q1 2022 | share | Increase | +132.97% | 242 shares | 13K | $53.39 | 424 |
| Q4 2021 | share | Increase | 0.00% | 182 shares | 10K | $113.36 | 182 |