GUARDIAN WEALTH ADVISORS, LLC / NC – Schwab U.S. Large-Cap ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$11.42M
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC 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 | Increase | +7.09% | 17.85K shares | 174K | $42.35 | 269.73K |
| Q2 2022 | share | Increase | +345.78% | 195.37K shares | 8.20M | $44.66 | 251.88K |
| Q1 2022 | share | Decrease | -0.06% | -35 shares | -175K | $53.85 | 56.50K |
| Q4 2021 | share | Increase | 0.00% | 56.53K shares | 3.21M | $114.22 | 56.53K |