Foster Victor Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $684K | Sell |
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|
2020
Q4 | $693K | Sell |
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|
2020
Q3 | $541K | Sell |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $541K | Buy |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $483K | Buy |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $389K | Buy |
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