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Walkner Condon Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Walkner Condon Financial Advisors’s Portfolio FNDA Stock Details FNDA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,680
Closed -$210K – 264
2024
Q1 		$210K Sell
3,680
-146
-4% -$8.33K 0.04% 259
2023
Q4 		$212K Buy
+3,826
New +$212K 0.05% 253