Pillar Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$639K Sell
2024
Q1
$1.17M Buy
2023
Q4
$1.07M Buy
2023
Q3
$966K Buy
2023
Q2
$992K Buy
2023
Q1
$944K Buy
2022
Q4
$917K Buy
2022
Q3
$817K Sell
2022
Q2
$938K Buy
2022
Q1
$486K Buy
2021
Q4
$437K Buy