Vanguard Personalized Indexing Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,128
| Closed | -$239K | – | 1978 |
|
|
2025
Q1 | $239K | Hold |
10,128
| – | – | ﹤0.01% | 1445 |
|
|
2024
Q4 | $240K | Hold |
10,128
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q3 | $242K | Hold |
10,128
| – | – | ﹤0.01% | 1442 |
|
|
2024
Q2 | $226K | Sell |
10,128
-10,503
| -51% | -$234K | ﹤0.01% | 1404 |
|
|
2024
Q1 | $463K | Sell |
20,631
-18,669
| -48% | -$419K | 0.01% | 1065 |
|
|
2023
Q4 | $811K | Buy |
+39,300
| New | +$811K | 0.02% | 759 |
|