VFP
Verus Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.7M | Buy |
1,016,613
+27,215
| +3% | +$743K | 2.83% | 13 |
|
2025
Q1 | $25.2M | Buy |
989,398
+20,411
| +2% | +$519K | 2.87% | 12 |
|
2024
Q4 | $26.2M | Buy |
968,987
+648,370
| +202% | +$17.5M | 2.94% | 12 |
|
2024
Q3 | $27.1M | Buy |
320,617
+6,491
| +2% | +$548K | 2.97% | 12 |
|
2024
Q2 | $24.4M | Buy |
314,126
+18,793
| +6% | +$1.46M | 2.84% | 12 |
|
2024
Q1 | $23.8M | Buy |
295,333
+10,550
| +4% | +$851K | 2.79% | 12 |
|
2023
Q4 | $21.9M | Buy |
284,783
+7,766
| +3% | +$598K | 2.71% | 12 |
|
2023
Q3 | $19.5M | Buy |
277,017
+100,933
| +57% | +$7.1M | 2.54% | 14 |
|
2023
Q2 | $13.3M | Buy |
176,084
+95,511
| +119% | +$7.19M | 1.67% | 15 |
|
2023
Q1 | $5.63M | Buy |
80,573
+34,534
| +75% | +$2.41M | 0.77% | 17 |
|
2022
Q4 | $3.55M | Buy |
+46,039
| New | +$3.55M | 0.49% | 21 |
|