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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$807K	Sell
2025 Q2	$954K	Sell
2025 Q1	$953K	Sell
2024 Q4	$967K	Buy