WA
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Wambolt & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wambolt & Associates’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,284
Closed -$521K – 254
2023
Q1 		$521K Buy
+28,284
New +$521K 0.19% 156