LVW Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$279K Sell
2016
Q2
$374K Sell
2016
Q1
$539K Sell
2015
Q4
$546K Sell
2015
Q3
$555K Sell
2015
Q2
$606K Buy
2015
Q1
$603K Sell
2014
Q4
$607K Buy