V Wealth Advisors’s Charles Schwab SCHW Stock Holding History

V Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$334K	Buy
2023 Q1	$289K	Buy
2022 Q4	$352K	Buy
2022 Q3	–	Sell
2022 Q2	$295K	Buy
2022 Q1	$366K	Sell
2021 Q4	$372K	Sell
2021 Q3	$324K	Buy
2021 Q2	$318K	Buy
2021 Q1	$274K	Buy