Visionary Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,660
| Closed | -$295K | – | 453 |
|
|
2021
Q4 | $295K | Buy |
+15,660
| New | +$295K | 0.02% | 297 |
|
|
2021
Q3 | – | Sell |
-22,122
| Closed | -$384K | – | 349 |
|
|
2021
Q2 | $384K | Sell |
22,122
-237,324
| -91% | -$4.12M | 0.04% | 233 |
|
|
2021
Q1 | $4.18M | Buy |
259,446
+38,046
| +17% | +$613K | 0.44% | 62 |
|
|
2020
Q4 | $3.36M | Buy |
+221,400
| New | +$3.36M | 0.38% | 68 |
|