GWANC
Guardian Wealth Advisors (North Carolina)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
13,162
-444
| -3% | -$11.8K | 0.02% | 245 |
|
|
2025
Q1 | $380K | Buy |
13,606
+60
| +0.4% | +$1.68K | 0.03% | 218 |
|
|
2024
Q4 | $370K | Buy |
13,546
+10,828
| +398% | +$296K | 0.03% | 225 |
|
|
2024
Q3 | $230K | Buy |
2,718
+75
| +3% | +$6.34K | 0.02% | 247 |
|
|
2024
Q2 | $206K | Sell |
2,643
-337
| -11% | -$26.2K | 0.02% | 256 |
|
|
2024
Q1 | $240K | Sell |
2,980
-99
| -3% | -$7.98K | 0.03% | 240 |
|
|
2023
Q4 | $234K | Buy |
3,079
+2,038
| +196% | +$155K | 0.04% | 220 |
|
|
2023
Q3 | $73.7K | Buy |
1,041
+5
| +0.5% | +$354 | 0.01% | 270 |
|
|
2023
Q2 | $75.2K | Buy |
1,036
+207
| +25% | +$15K | 0.01% | 259 |
|
|
2023
Q1 | $60.7K | Buy |
829
+132
| +19% | +$9.66K | 0.01% | 256 |
|
|
2022
Q4 | $52.7K | Buy |
697
+71
| +11% | +$5.36K | 0.01% | 252 |
|
|
2022
Q3 | $42K | Sell |
626
-210
| -25% | -$14.1K | 0.01% | 239 |
|
|
2022
Q2 | $60K | Buy |
+836
| New | +$60K | 0.01% | 228 |
|