V Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $829K | Hold |
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|
2022
Q3 | $827K | Sell |
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|
2022
Q2 | $869K | Sell |
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|
2022
Q1 | $903K | Sell |
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|
2021
Q4 | $957K | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.23M | Hold |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $963K | Buy |
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|
2019
Q4 | $703K | Hold |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $615K | Buy |
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|
2019
Q1 | $215K | Buy |
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