VBWMG
Von Berge Wealth Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
153,341
+68
| +0% | +$1.92K | 2.43% | 13 |
|
|
2025
Q1 | $3.93M | Buy |
153,273
+3,189
| +2% | +$81.7K | 2.53% | 12 |
|
|
2024
Q4 | $4.1M | Buy |
150,084
+2,651
| +2% | +$72.4K | 2.48% | 11 |
|
|
2024
Q3 | $4.04M | Buy |
147,433
+91,313
| +163% | +$2.5M | 2.5% | 11 |
|
|
2024
Q2 | $4.14M | Buy |
56,120
+317
| +0.6% | +$23.4K | 2.63% | 10 |
|
|
2024
Q1 | $4.24M | Buy |
55,803
+9,610
| +21% | +$730K | 2.73% | 10 |
|
|
2023
Q4 | $3.22M | Sell |
46,193
-8,657
| -16% | -$604K | 2.48% | 10 |
|
|
2023
Q3 | $3.54M | Sell |
54,850
-251
| -0.5% | -$16.2K | 3.02% | 10 |
|
|
2023
Q2 | $3.7M | Buy |
55,101
+634
| +1% | +$42.5K | 3.06% | 10 |
|
|
2023
Q1 | $3.59M | Sell |
54,467
-496
| -0.9% | -$32.7K | 3.21% | 10 |
|
|
2022
Q4 | $3.76M | Buy |
54,963
+2,058
| +4% | +$141K | 3.38% | 10 |
|
|
2022
Q3 | $3.15M | Buy |
52,905
+2,154
| +4% | +$128K | 3.34% | 10 |
|
|
2022
Q2 | $3.16M | Buy |
50,751
+2,591
| +5% | +$161K | 3.28% | 9 |
|
|
2022
Q1 | $3.42M | Buy |
48,160
+896
| +2% | +$63.6K | 3.11% | 10 |
|
|
2021
Q4 | $3.36M | Buy |
+47,264
| New | +$3.36M | 3.1% | 11 |
|