Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Sell |
666
-1,551
| -70% | -$38.1K | ﹤0.01% | 458 |
|
|
2025
Q1 | $52.3K | Buy |
2,217
+1,293
| +140% | +$30.5K | ﹤0.01% | 379 |
|
|
2024
Q4 | $21.9K | Buy |
+924
| New | +$21.9K | ﹤0.01% | 406 |
|
|
2024
Q2 | – | Sell |
-450
| Closed | -$10.1K | – | 448 |
|
|
2024
Q1 | $10.1K | Sell |
450
-312
| -41% | -$7.01K | ﹤0.01% | 388 |
|
|
2023
Q4 | $15.7K | Buy |
762
+312
| +69% | +$6.44K | ﹤0.01% | 363 |
|
|
2023
Q3 | $8.4K | Hold |
450
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $8.64K | Hold |
450
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $8.24K | Hold |
450
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $8.02K | Hold |
450
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $7K | Hold |
450
| – | – | ﹤0.01% | 299 |
|
|
2022
Q2 | $8K | Buy |
+450
| New | +$8K | ﹤0.01% | 299 |
|