Vigilant Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $109K | Hold |
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2023
Q1 | $109K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $131K | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $38K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $238K | Buy |
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