WFAG
Wescott Financial Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,465
| Closed | -$520K | – | 164 |
|
|
2023
Q1 | $520K | Sell |
9,465
-5,103
| -35% | -$280K | 0.11% | 89 |
|
|
2022
Q4 | $779K | Buy |
14,568
+80
| +0.6% | +$4.28K | 0.17% | 74 |
|
|
2022
Q3 | $692K | Buy |
14,488
+81
| +0.6% | +$3.87K | 0.19% | 69 |
|
|
2022
Q2 | $733K | Buy |
14,407
+81
| +0.6% | +$4.12K | 0.2% | 64 |
|
|
2022
Q1 | $838K | Buy |
+14,326
| New | +$838K | 0.22% | 62 |
|