VFG
Victory Financial Group’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 | $48.1M | Sell |
1,816,341
-22,451
| -1% | -$595K | 7.64% | 2 |
|
2025
Q1 | $51.2M | Buy |
1,838,792
+87,597
| +5% | +$2.44M | 9.83% | 2 |
|
2024
Q4 | $47.8M | Buy |
+1,751,195
| New | +$47.8M | 12.57% | 2 |
|
2024
Q2 | $33.8M | Buy |
434,797
+40,819
| +10% | +$3.17M | 15.82% | 2 |
|
2024
Q1 | $31.8M | Buy |
393,978
+89,476
| +29% | +$7.21M | 18.8% | 1 |
|
2023
Q4 | $23.2M | Buy |
+304,502
| New | +$23.2M | 15.68% | 1 |
|