Values Added Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Values Added Financial’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Hold
2025 Q2	$1.22M	Hold
2025 Q1	$1.17M	Buy
2024 Q4	$1.08M	Buy
2024 Q3	$341K	Buy