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VisionPoint Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

VisionPoint Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,434
Closed -$50.4K – 861
2023
Q3 		$50.4K Buy
+2,434
New +$50.4K 0.02% 249