WAG
Wiser Advisor Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-318
| Closed | -$7.5K | – | 120 |
|
|
2025
Q1 | $7.5K | Buy |
318
+2
| +0.6% | +$47 | 0.01% | 194 |
|
|
2024
Q4 | $7.49K | Buy |
316
+211
| +201% | +$5K | 0.01% | 197 |
|
|
2024
Q3 | $7.53K | Buy |
105
+1
| +1% | +$72 | 0.01% | 200 |
|
|
2024
Q2 | $6.97K | Hold |
104
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $7.01K | Hold |
104
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $6.41K | Buy |
+104
| New | +$6.41K | 0.01% | 205 |
|