Westbourne Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Sell	66,164 -128	-0.2%	-$3.05K	0.84%	43
2025 Q1	$1.43M	Sell	66,292 -1,070	-2%	-$23K	0.86%	42
2024 Q4	$1.53M	Buy	+67,362	New	+$1.53M	0.9%	35