V Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $862K | Buy |
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|
2023
Q1 | $775K | Buy |
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|
2022
Q4 | $724K | Buy |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $858K | Sell |
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|
2021
Q4 | $947K | Buy |
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|
2021
Q3 | $870K | Sell |
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|
2021
Q2 | $881K | Buy |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $348K | Sell |
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|
2019
Q4 | $616K | Hold |
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|
2019
Q3 | $616K | Buy |
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|
2019
Q2 | $599K | Buy |
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|
2019
Q1 | $498K | Buy |
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|
2018
Q4 | $335K | Buy |
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|
2018
Q3 | $379K | Buy |
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|
2018
Q2 | $365K | Buy |
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|
2018
Q1 | $335K | Buy |
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|
2017
Q4 | $359K | Buy |
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|
2017
Q3 | $327K | Buy |
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|
2017
Q2 | $307K | Buy |
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|
2017
Q1 | $300K | Buy |
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|
2016
Q4 | $279K | Buy |
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|
2016
Q3 | $268K | Buy |
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|
2016
Q2 | $258K | Buy |
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|
2016
Q1 | $252K | Buy |
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