VBWMG
Von Berge Wealth Management Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
269,770
+944
| +0.4% | +$38.3K | 6.15% | 5 |
|
|
2025
Q1 | $9.92M | Sell |
268,826
-2,740
| -1% | -$101K | 6.4% | 5 |
|
|
2024
Q4 | $9.46M | Buy |
271,566
+1,530
| +0.6% | +$53.3K | 5.73% | 7 |
|
|
2024
Q3 | $9.6M | Sell |
270,036
-13,306
| -5% | -$473K | 5.94% | 6 |
|
|
2024
Q2 | $9.94M | Buy |
283,342
+648
| +0.2% | +$22.7K | 6.32% | 5 |
|
|
2024
Q1 | $10.1M | Buy |
282,694
+18,933
| +7% | +$674K | 6.48% | 5 |
|
|
2023
Q4 | $8.84M | Sell |
263,761
-15,082
| -5% | -$505K | 6.79% | 4 |
|
|
2023
Q3 | $8.83M | Buy |
278,843
+480
| +0.2% | +$15.2K | 7.54% | 2 |
|
|
2023
Q2 | $8.99M | Buy |
278,363
+3,990
| +1% | +$129K | 7.44% | 2 |
|
|
2023
Q1 | $8.67M | Sell |
274,373
-4,863
| -2% | -$154K | 7.75% | 2 |
|
|
2022
Q4 | $8.87M | Sell |
279,236
-4,634
| -2% | -$147K | 7.98% | 2 |
|
|
2022
Q3 | $7.26M | Buy |
283,870
+80
| +0% | +$2.05K | 7.72% | 3 |
|
|
2022
Q2 | $7.8M | Buy |
283,790
+773
| +0.3% | +$21.2K | 8.11% | 3 |
|
|
2022
Q1 | $9.01M | Buy |
283,017
+1,380
| +0.5% | +$43.9K | 8.21% | 3 |
|
|
2021
Q4 | $9.25M | Buy |
+281,637
| New | +$9.25M | 8.53% | 2 |
|