WFAG
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Worth Financial Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Worth Financial Advisory Group’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,373
Closed -$457K – 159
2024
Q3 		$457K Buy
6,373
+1,210
+23% +$86.8K 0.27% 89
2024
Q2 		$346K Buy
5,163
+1,613
+45% +$108K 0.23% 99
2024
Q1 		$239K Buy
+3,550
New +$239K 0.17% 124