Westbourne Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	47,447 -4,981	-10%	-$132K	0.67%	48
2025 Q1	$1.47M	Buy	52,428 +1,108	+2%	+$31K	0.88%	41
2024 Q4	$1.4M	Buy	+51,320	New	+$1.4M	0.83%	37