VAG
VisionPoint Advisory Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
14,017
-18,454
| -57% | -$1.68M | 0.28% | 96 |
|
|
2025
Q1 | $2.54M | Buy |
32,471
+11,625
| +56% | +$910K | 0.87% | 36 |
|
|
2024
Q4 | $1.54M | Buy |
20,846
+768
| +4% | +$56.7K | 0.53% | 57 |
|
|
2024
Q3 | $1.3M | Buy |
20,078
+2,218
| +12% | +$144K | 0.44% | 68 |
|
|
2024
Q2 | $1.32M | Buy |
17,860
+1,207
| +7% | +$88.9K | 0.47% | 63 |
|
|
2024
Q1 | $1.2M | Buy |
16,653
+9,261
| +125% | +$670K | 0.43% | 64 |
|
|
2023
Q4 | $509K | Sell |
7,392
-58
| -0.8% | -$3.99K | 0.19% | 93 |
|
|
2023
Q3 | $409K | Buy |
7,450
+1,067
| +17% | +$58.6K | 0.18% | 100 |
|
|
2023
Q2 | $362K | Buy |
+6,383
| New | +$362K | 0.15% | 102 |
|