WealthPLAN Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
6,599
-363
| -5% | -$14.5K | 0.04% | 231 |
|
|
2025
Q1 | $252K | Buy |
6,962
+186
| +3% | +$6.72K | 0.04% | 227 |
|
|
2024
Q4 | $225K | Sell |
6,776
-392
| -5% | -$13K | 0.03% | 230 |
|
|
2024
Q3 | $268K | Buy |
7,168
+6
| +0.1% | +$224 | 0.04% | 235 |
|
|
2024
Q2 | $251K | Sell |
7,162
-23
| -0.3% | -$806 | 0.03% | 269 |
|
|
2024
Q1 | $256K | Buy |
7,185
+33
| +0.5% | +$1.18K | 0.03% | 273 |
|
|
2023
Q4 | $241K | Buy |
7,152
+296
| +4% | +$9.98K | 0.02% | 293 |
|
|
2023
Q3 | $217K | Buy |
6,856
+664
| +11% | +$21K | 0.03% | 291 |
|
|
2023
Q2 | $200K | Buy |
6,192
+694
| +13% | +$22.4K | 0.03% | 290 |
|
|
2023
Q1 | $172K | Buy |
+5,498
| New | +$172K | 0.02% | 334 |
|