GUARDIAN WEALTH ADVISORS, LLC / NC – Schwab U.S. Dividend Equity ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$42,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -25.12% | -210 shares | -18K | $66.43 | 626 |
| Q2 2022 | share | Increase | 0.00% | 836 shares | 60K | $71.63 | 836 |