Vima LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,566
Closed -$111K 302
2024
Q1
$111K Sell
4,566
-120
-3% -$2.93K 0.13% 61
2023
Q4
$119K Buy
+4,686
New +$119K 0.27% 68