Vanguard Capital Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,355	Closed	-$243K	–	131
2025 Q1	$243K	Sell	10,355 -20,259	-66%	-$475K	0.3%	79
2024 Q4	$792K	Buy	30,614 +3,978	+15%	+$103K	0.86%	21
2024 Q3	$686K	Buy	+26,636	New	+$686K	0.72%	32