GUARDIAN WEALTH ADVISORS, LLC / NC – Schwab U.S. Mid-Cap ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$55,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.44% | 4 shares | -2K | $60.53 | 912 |
| Q2 2022 | share | Decrease | -28.33% | -359 shares | -39K | $62.73 | 908 |
| Q1 2022 | share | Decrease | -2.16% | -28 shares | -8K | $75.86 | 1.26K |
| Q4 2021 | share | Increase | 0.00% | 1.29K shares | 104K | $80.5 | 1.29K |