VWA
V Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,072
| Closed | -$1.64M | – | 476 |
|
|
2021
Q1 | $1.64M | Buy |
17,072
+33
| +0.2% | +$3.17K | 0.3% | 77 |
|
|
2020
Q4 | $1.55M | Buy |
+17,039
| New | +$1.55M | 0.32% | 72 |
|
|
2020
Q2 | – | Sell |
-15,233
| Closed | -$933K | – | 371 |
|
|
2020
Q1 | $933K | Buy |
15,233
+2,965
| +24% | +$182K | 0.29% | 88 |
|
|
2019
Q4 | $870K | Hold |
12,268
| – | – | 0.31% | 84 |
|
|
2019
Q3 | $870K | Buy |
12,268
+1,012
| +9% | +$71.8K | 0.31% | 84 |
|
|
2019
Q2 | $812K | Buy |
11,256
+6,118
| +119% | +$441K | 0.31% | 89 |
|
|
2019
Q1 | $359K | Buy |
+5,138
| New | +$359K | 0.15% | 157 |
|