GGI
Godsey & Gibb Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
6,801
+1,428
| +27% | +$35K | 0.02% | 110 |
|
|
2025
Q1 | $127K | Hold |
5,373
| – | – | 0.01% | 122 |
|
|
2024
Q4 | $127K | Buy |
5,373
+3,070
| +133% | +$72.7K | 0.01% | 123 |
|
|
2024
Q3 | $165K | Buy |
2,303
+512
| +29% | +$36.7K | 0.02% | 119 |
|
|
2024
Q2 | $120K | Hold |
1,791
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $121K | Sell |
1,791
-52
| -3% | -$3.5K | 0.01% | 126 |
|
|
2023
Q4 | $114K | Sell |
1,843
-595
| -24% | -$36.9K | 0.01% | 124 |
|
|
2023
Q3 | $136K | Sell |
2,438
-535
| -18% | -$29.9K | 0.02% | 121 |
|
|
2023
Q2 | $171K | Buy |
2,973
+1,182
| +66% | +$68K | 0.02% | 119 |
|
|
2023
Q1 | $98.4K | Buy |
+1,791
| New | +$98.4K | 0.01% | 132 |
|
|
2022
Q2 | – | Sell |
-1,791
| Closed | -$105K | – | 125 |
|
|
2022
Q1 | $105K | Buy |
+1,791
| New | +$105K | 0.04% | 42 |
|