Visionary Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,882	Closed	-$208K	–	630
2025 Q3	$208K	Buy	+8,882	New	+$206K	0.01%	574
2025 Q2	–	Sell	-29,476	Closed	-$683K	–	595
2025 Q1	$683K	Buy	29,476 +1,661	+6%	+$38K	0.04%	301
2024 Q4	$631K	Sell	27,815 -1,141	-4%	-$26.4K	0.04%	318
2024 Q3	$688K	Sell	28,956 -2,926	-9%	-$68.5K	0.04%	302
2024 Q2	$727K	Sell	31,882 -15,842	-33%	-$359K	0.05%	277
2024 Q1	$1.1M	Sell	47,724 -2,594	-5%	-$59.6K	0.07%	227
2023 Q4	$1.17M	Buy	50,318 +868	+2%	+$19.4K	0.09%	209
2023 Q3	$1.09M	Sell	49,450 -4,086	-8%	-$92.6K	0.09%	198
2023 Q2	$1.24M	Buy	53,536 +11,686	+28%	+$272K	0.1%	188
2023 Q1	$982K	Buy	+41,850	New	+$974K	0.08%	193
2022 Q1	–	Sell	-224,466	Closed	-$6.05M	–	454
2021 Q4	$6.05M	Buy	+224,466	New	+$6.07M	0.5%	51
2020 Q2	–	Sell	-142,516	Closed	-$3.87M	–	241
2020 Q1	$3.87M	Buy	+142,516	New	+$3.85M	0.73%	45