VCM
Virtue Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
91,407
+3,681
| +4% | +$90K | 0.41% | 41 |
|
|
2025
Q1 | $1.94M | Buy |
87,726
+9,755
| +13% | +$215K | 0.23% | 80 |
|
|
2024
Q4 | $1.81M | Buy |
77,971
+50,874
| +188% | +$1.18M | 0.36% | 49 |
|
|
2024
Q3 | $1.84M | Sell |
27,097
-1,155
| -4% | -$78.4K | 0.37% | 46 |
|
|
2024
Q2 | $1.85M | Sell |
28,252
-3,299
| -10% | -$216K | 0.32% | 53 |
|
|
2024
Q1 | $1.92M | Buy |
+31,551
| New | +$1.92M | 0.34% | 55 |
|
|
2023
Q4 | – | Sell |
-47,264
| Closed | -$2.48M | – | 60 |
|
|
2023
Q3 | $2.48M | Hold |
47,264
| – | – | 0.42% | 46 |
|
|
2023
Q2 | $2.48M | Buy |
+47,264
| New | +$2.48M | 0.42% | 46 |
|