Great Valley Advisor Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Great Valley Advisor Group’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$250K	Sell
2024 Q4	$331K	Hold
2024 Q3	$334K	Sell
2024 Q2	$379K	Hold
2024 Q1	$383K	Buy
2023 Q4	$307K	Buy