VALUES FIRST ADVISORS, INC. – Schwab U.S. TIPS ETF Transaction History
VALUES FIRST ADVISORS, INC. portfolio value:
$713,000
portfolio value
VALUES FIRST ADVISORS, INC. quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.85% | 381 shares | -34K | $51.8 | 13.76K |
| Q2 2022 | share | Decrease | -37.30% | -7.96K shares | -549K | $55.8 | 13.38K |
| Q1 2022 | share | Increase | +5.30% | 1.07K shares | 21K | $60.71 | 21.34K |
| Q4 2021 | share | Increase | 0.00% | 20.27K shares | 1.27M | $62.99 | 20.27K |