WI
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Westbourne Investments’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Westbourne Investments’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$954K Sell
38,886
-1,464
-4% -$35.9K 0.51% 55
2025
Q1 		$953K Sell
40,350
-506
-1% -$11.9K 0.57% 51
2024
Q4 		$967K Buy
+40,856
New +$967K 0.57% 47