VWA
V Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,006
| Closed | -$215K | – | 456 |
|
|
2022
Q1 | $215K | Sell |
3,006
-187
| -6% | -$13.4K | 0.03% | 412 |
|
|
2021
Q4 | $233K | Sell |
3,193
-390
| -11% | -$28.5K | 0.03% | 407 |
|
|
2021
Q3 | $242K | Buy |
3,583
+302
| +9% | +$20.4K | 0.04% | 391 |
|
|
2021
Q2 | $224K | Buy |
3,281
+4
| +0.1% | +$273 | 0.04% | 429 |
|
|
2021
Q1 | $214K | Sell |
3,277
-4,861
| -60% | -$317K | 0.04% | 394 |
|
|
2020
Q4 | $484K | Buy |
+8,138
| New | +$484K | 0.1% | 216 |
|
|
2017
Q3 | – | Sell |
-302
| Closed | -$15K | – | 612 |
|
|
2017
Q2 | $15K | Buy |
+302
| New | +$15K | 0.01% | 500 |
|