Archvest Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.33M | Buy |
33,162
+121
| +0.4% | +$4.84K | 1.16% | 23 |
|
2025
Q1 | $1.19M | Buy |
33,041
+3,223
| +11% | +$116K | 0.99% | 24 |
|
2024
Q4 | $990K | Buy |
29,818
+519
| +2% | +$17.2K | 0.72% | 28 |
|
2024
Q3 | $1.09M | Buy |
29,299
+28
| +0.1% | +$1.05K | 0.69% | 28 |
|
2024
Q2 | $1.03M | Buy |
29,271
+1,747
| +6% | +$61.3K | 0.68% | 30 |
|
2024
Q1 | $974K | Buy |
27,524
+478
| +2% | +$16.9K | 0.69% | 20 |
|
2023
Q4 | $912K | Buy |
27,046
+11,640
| +76% | +$393K | 0.69% | 20 |
|
2023
Q3 | $488K | Hold |
15,406
| – | – | 0.4% | 31 |
|
2023
Q2 | $497K | Buy |
15,406
+2,503
| +19% | +$80.8K | 0.41% | 31 |
|
2023
Q1 | $403K | Sell |
12,903
-4,675
| -27% | -$146K | 0.36% | 31 |
|
2022
Q4 | $511K | Hold |
17,578
| – | – | 0.51% | 27 |
|
2022
Q3 | $442K | Buy |
17,578
+8,924
| +103% | +$224K | 0.45% | 29 |
|
2022
Q2 | $245K | Hold |
8,654
| – | – | 0.24% | 33 |
|
2022
Q1 | $279K | Buy |
8,654
+214
| +3% | +$6.9K | 0.25% | 35 |
|
2021
Q4 | $274K | Buy |
+8,440
| New | +$274K | 0.24% | 40 |
|