GUARDIAN WEALTH MANAGEMENT, INC. – Schwab U.S. Dividend Equity ETF Transaction History
GUARDIAN WEALTH MANAGEMENT, INC. portfolio value:
$231,000
portfolio value
GUARDIAN WEALTH MANAGEMENT, INC. 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 | -6.18% | -229 shares | -34K | $66.43 | 3.47K |
| Q2 2022 | share | Decrease | -5.17% | -202 shares | -43K | $71.63 | 3.70K |
| Q1 2022 | share | Decrease | -3.34% | -135 shares | -19K | $78.89 | 3.90K |
| Q4 2021 | share | Increase | 0.00% | 4.04K shares | 327K | $80.71 | 4.04K |