VWA
V Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,099
| Closed | -$326K | – | 197 |
|
|
2023
Q2 | $326K | Buy |
10,099
+2,402
| +31% | +$77.6K | 0.05% | 278 |
|
|
2023
Q1 | $241K | Sell |
7,697
-502
| -6% | -$15.7K | 0.05% | 330 |
|
|
2022
Q4 | $238K | Sell |
8,199
-2,115
| -21% | -$61.5K | 0.05% | 309 |
|
|
2022
Q3 | $259K | Buy |
10,314
+2,439
| +31% | +$61.2K | 0.05% | 310 |
|
|
2022
Q2 | $223K | Buy |
+7,875
| New | +$223K | 0.04% | 366 |
|
|
2022
Q1 | – | Sell |
-6,296
| Closed | -$205K | – | 448 |
|
|
2021
Q4 | $205K | Sell |
6,296
-1,406
| -18% | -$45.8K | 0.03% | 430 |
|
|
2021
Q3 | $253K | Buy |
+7,702
| New | +$253K | 0.04% | 384 |
|