Westbourne Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$853K	Sell	30,818 -1,100	-3%	-$30.4K	0.45%	58
2025 Q1	$848K	Sell	31,918 -860	-3%	-$22.9K	0.51%	56
2024 Q4	$855K	Buy	+32,778	New	+$855K	0.5%	52