VisionPoint Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-39	Closed	-$963	–	677
2024 Q2	$963	Hold	39	–	–	﹤0.01%	723
2024 Q1	$988	Buy	39 +9	+30%	+$228	﹤0.01%	724
2023 Q4	$701	Buy	+30	New	+$701	﹤0.01%	679