VFG
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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