Vestor Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,510
| Closed | -$41K | – | 247 |
|
2021
Q4 | $41K | Hold |
1,510
| – | – | ﹤0.01% | 231 |
|
2021
Q3 | $41K | Hold |
1,510
| – | – | ﹤0.01% | 232 |
|
2021
Q2 | $41K | Hold |
1,510
| – | – | ﹤0.01% | 213 |
|
2021
Q1 | $41K | Hold |
1,510
| – | – | ﹤0.01% | 205 |
|
2020
Q4 | $42K | Buy |
+1,510
| New | +$42K | 0.01% | 202 |
|