GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57K | Sell |
334
-770
| -70% | -$22.1K | ﹤0.01% | 484 |
|
|
2025
Q1 | $30.2K | Buy |
1,104
+748
| +210% | +$20.5K | ﹤0.01% | 414 |
|
|
2024
Q4 | $10.6K | Buy |
+356
| New | +$10.6K | ﹤0.01% | 440 |
|
|
2024
Q2 | – | Sell |
-241
| Closed | -$13.7K | – | 447 |
|
|
2024
Q1 | $13.7K | Hold |
241
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $13.3K | Hold |
241
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $11.7K | Hold |
241
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $12.2K | Hold |
241
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $11.7K | Hold |
241
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $11.3K | Hold |
241
| – | – | ﹤0.01% | 311 |
|
|
2022
Q3 | $10K | Hold |
241
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $11K | Buy |
+241
| New | +$11K | ﹤0.01% | 283 |
|