VitalStone Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $679K | Sell |
28,374
-7,665
| -21% | -$183K | 0.46% | 48 |
|
|
2024
Q2 | $805K | Sell |
36,039
-2,079
| -5% | -$46.4K | 0.58% | 43 |
|
|
2024
Q1 | $856K | Buy |
38,118
+150
| +0.4% | +$3.37K | 0.65% | 35 |
|
|
2023
Q4 | $784K | Sell |
37,968
-75
| -0.2% | -$1.55K | 0.63% | 30 |
|
|
2023
Q3 | $717K | Buy |
38,043
+24,372
| +178% | +$459K | 0.61% | 30 |
|
|
2023
Q2 | $240K | Buy |
+13,671
| New | +$240K | 0.13% | 88 |
|