WealthPLAN Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,839	Closed	-$41.1K	–	999
2023 Q2	$41.1K	Sell	1,839 -4,095	-69%	-$91.6K	0.01%	545
2023 Q1	$130K	Buy	+5,934	New	+$130K	0.01%	376
2022 Q1	–	Sell	-9,273	Closed	-$220K	–	401
2021 Q4	$220K	Buy	+9,273	New	+$220K	0.01%	353