GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
51,987
-435
| -0.8% | -$17.4K | 0.15% | 92 |
|
|
2025
Q1 | $1.89M | Buy |
52,422
+418
| +0.8% | +$15.1K | 0.15% | 88 |
|
|
2024
Q4 | $1.73M | Buy |
52,004
+288
| +0.6% | +$9.56K | 0.14% | 97 |
|
|
2024
Q3 | $1.93M | Hold |
51,716
| – | – | 0.21% | 66 |
|
|
2024
Q2 | $1.81M | Sell |
51,716
-136
| -0.3% | -$4.76K | 0.21% | 66 |
|
|
2024
Q1 | $1.85M | Buy |
51,852
+51,716
| +38,026% | +$1.84M | 0.23% | 63 |
|
|
2023
Q4 | $4.59K | Hold |
136
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $4.31K | Hold |
136
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $4.39K | Hold |
136
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $4.25K | Hold |
136
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $3.95K | Hold |
136
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $3K | Hold |
136
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 318 |
|