CSIA

Charles Schwab Investment Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-438	Closed	-$230K	–	104
2024 Q1	$230K	Buy	+438	New	+$230K	﹤0.01%	109
2019 Q3	–	Sell	-989	Closed	-$208K	–	185
2019 Q2	$208K	Buy	+989	New	+$208K	﹤0.01%	175