Vickerman & Driscoll Financial Advisors’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
2019
Q4
Sell
-139,592
Closed -$3.76M 72
2019
Q3
$3.76M Buy
139,592
+22,506
+19% +$606K 2.06% 14
2019
Q2
$3.1M Buy
117,086
+3,716
+3% +$98.5K 1.72% 16
2019
Q1
$2.94M Buy
+113,370
New +$2.94M 1.66% 16