VBFG
Vishria Bird Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-74,377
| Closed | -$3.14M | – | 44 |
|
|
2020
Q1 | $3.14M | Buy |
74,377
+2,379
| +3% | +$100K | 3.29% | 14 |
|
|
2019
Q4 | $4.33M | Buy |
71,998
+3,741
| +5% | +$225K | 4.2% | 12 |
|
|
2019
Q3 | $3.86M | Buy |
68,257
+2,338
| +4% | +$132K | 4.42% | 12 |
|
|
2019
Q2 | $3.76M | Buy |
65,919
+1,113
| +2% | +$63.5K | 3.76% | 13 |
|
|
2019
Q1 | $3.59M | Sell |
64,806
-851
| -1% | -$47.1K | 3.63% | 14 |
|
|
2018
Q4 | $3.15M | Buy |
+65,657
| New | +$3.15M | 3.48% | 15 |
|