Valued Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
64,808
+15,377
| +31% | +$647K | 1.42% | 12 |
|
|
2025
Q1 | $1.79M | Sell |
49,431
-8,364
| -14% | -$303K | 1.07% | 14 |
|
|
2024
Q4 | $1.97M | Buy |
57,795
+6,379
| +12% | +$218K | 1.24% | 12 |
|
|
2024
Q3 | $1.96M | Buy |
51,416
+3,807
| +8% | +$145K | 1.27% | 12 |
|
|
2024
Q2 | $1.66M | Buy |
47,609
+4,380
| +10% | +$153K | 1.14% | 13 |
|
|
2024
Q1 | $1.53M | Buy |
43,229
+5,564
| +15% | +$197K | 1.09% | 13 |
|
|
2023
Q4 | $1.21M | Buy |
+37,665
| New | +$1.21M | 1.12% | 14 |
|