Heritage Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-68	Closed	-$1.87K	–	625
2024 Q2	$1.87K	Hold	68	–	–	﹤0.01%	477
2024 Q1	$1.94K	Hold	68	–	–	﹤0.01%	495
2023 Q4	$1.88K	Buy	+68	New	+$1.88K	﹤0.01%	503