Vestia Personal Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Sell	8,042 -73	-0.9%	-$2.18K	0.16%	87
2025 Q1	$218K	Sell	8,115 -110	-1%	-$2.96K	0.17%	83
2024 Q4	$233K	Sell	8,225 -97	-1%	-$2.75K	0.19%	81
2024 Q3	$230K	Sell	8,322 -74	-0.9%	-$2.05K	0.22%	70
2024 Q2	$220K	Buy	+8,396	New	+$220K	0.23%	66