Vigilare Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Sell |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $224K | Buy |
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