Voisard Asset Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,600
Closed -$101K 547
2024
Q3
$101K Hold
3,600
0.04% 130
2024
Q2
$93.3K Buy
3,600
+2,475
+220% +$64.2K 0.05% 107
2024
Q1
$30.2K Hold
1,125
0.02% 168
2023
Q4
$28.5K Buy
+1,125
New +$28.5K 0.02% 180