VWA
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VSM Wealth Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

VSM Wealth Advisory’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.2M Sell
469,414
-7,676
-2% -$183K 3.69% 8
2025
Q1 		$10.3M Sell
477,090
-3,282
-0.7% -$70.7K 3.69% 8
2024
Q4 		$10.9M Buy
+480,372
New +$10.9M 3.89% 8