Vigilant Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,005
| Closed | -$25K | – | 448 |
|
|
2021
Q1 | $25K | Buy |
+1,005
| New | +$25K | ﹤0.01% | 282 |
|
|
2019
Q1 | – | Sell |
-3,960
| Closed | -$63K | – | 467 |
|
|
2018
Q4 | $63K | Buy |
+3,960
| New | +$63K | 0.01% | 234 |
|
|
2015
Q3 | – | Sell |
-672
| Closed | -$10K | – | 300 |
|
|
2015
Q2 | $10K | Buy |
+672
| New | +$10K | ﹤0.01% | 258 |
|