True Wealth Design’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
2024 Q1	–	Sell	-693	Closed	-$14.3K	–	797
2023 Q4	$14.3K	Hold	693	–	–	﹤0.01%	220
2023 Q3	$12.9K	Sell	693 -1,332	-66%	-$24.9K	﹤0.01%	197
2023 Q2	$38.9K	Hold	2,025	–	–	0.01%	161
2023 Q1	$37.1K	Buy	+2,025	New	+$37.1K	0.02%	176