Wade Financial Advisory’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.05M | Sell |
|
|||||
|
2024
Q4 | $1.07M | Hold |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $1.03M | Sell |
|
|||||
|
2024
Q1 | $1.05M | Hold |
|
|||||
|
2023
Q4 | $973K | Sell |
|
|||||
|
2023
Q3 | $889K | Sell |
|
|||||
|
2023
Q2 | $1.02M | Sell |
|
|||||
|
2023
Q1 | $1.04M | Sell |
|
|||||
|
2022
Q4 | $1.01M | Sell |
|
|||||
|
2022
Q3 | $1.23M | Sell |
|
|||||
|
2022
Q2 | $1.45M | Buy |
|
|||||
|
2022
Q1 | $685K | Buy |
|
|||||
|
2021
Q4 | $655K | Hold |
|
|||||
|
2021
Q3 | $604K | Hold |
|
|||||
|
2021
Q2 | $613K | Hold |
|
|||||
|
2021
Q1 | $578K | Hold |
|
|||||
|
2020
Q4 | $506K | Hold |
|
|||||
|
2020
Q3 | $430K | Hold |
|
|||||
|
2020
Q2 | $409K | Hold |
|
|||||
|
2020
Q1 | $346K | Hold |
|
|||||
|
2019
Q4 | $475K | Buy |
|