V Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $995K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $801K | Buy |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $526K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $35K | Buy |
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