GUARDIAN WEALTH ADVISORS, LLC / NC – Schwab U.S. Small-Cap ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$315,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.03% | -261 shares | -20K | $37.8 | 8.34K |
| Q2 2022 | share | Increase | +69.58% | 3.52K shares | 95K | $38.99 | 8.60K |
| Q1 2022 | share | Increase | +0.16% | 8 shares | -19K | $47.36 | 5.07K |
| Q4 2021 | share | Increase | 0.00% | 5.06K shares | 259K | $102.53 | 5.06K |