VSM Wealth Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$494K	Sell	17,844 -353,825	-95%	-$9.79M	0.16%	58
2025 Q1	$8.21M	Buy	371,669 +3,130	+0.8%	+$69.1K	2.95%	10
2024 Q4	$8.54M	Buy	+368,539	New	+$8.54M	3.05%	10