VWA
V Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $327K | Sell |
4,623
-9,076
| -66% | -$642K | 0.26% | 78 |
|
|
2023
Q2 | $995K | Sell |
13,699
-181
| -1% | -$13.1K | 0.17% | 119 |
|
|
2023
Q1 | $1.02M | Buy |
13,880
+3,276
| +31% | +$240K | 0.19% | 117 |
|
|
2022
Q4 | $801K | Buy |
10,604
+941
| +10% | +$71.1K | 0.17% | 138 |
|
|
2022
Q3 | $642K | Sell |
9,663
-928
| -9% | -$61.7K | 0.13% | 157 |
|
|
2022
Q2 | $759K | Buy |
10,591
+679
| +7% | +$48.7K | 0.14% | 167 |
|
|
2022
Q1 | $782K | Buy |
9,912
+2,047
| +26% | +$161K | 0.13% | 183 |
|
|
2021
Q4 | $636K | Buy |
+7,865
| New | +$636K | 0.09% | 212 |
|
|
2020
Q3 | – | Sell |
-10,566
| Closed | -$547K | – | 304 |
|
|
2020
Q2 | $547K | Sell |
10,566
-1,125
| -10% | -$58.2K | 0.14% | 174 |
|
|
2020
Q1 | $526K | Buy |
+11,691
| New | +$526K | 0.16% | 140 |
|
|
2017
Q3 | – | Sell |
-775
| Closed | -$35K | – | 608 |
|
|
2017
Q2 | $35K | Buy |
+775
| New | +$35K | 0.02% | 363 |
|