Vista Wealth Management Group, LLC Schwab Fundamental U S Small C Transaction History

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 12,107 shares of FNDA stock, worth $369,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,107
Previous 6,066 99.59%
Holding current value
$369,021
Previous $361,000 0.55%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$29.26 - $59.11 $176,759 - $357,083
6,041 Added 99.59%
12,107 $359,000
Q3 2024

Nov 06, 2024
SELL
$54.26 - $60.01 $162 - $180
-3 Reduced 0.05%
6,066 $361,000
Q2 2024

Jul 30, 2024
BUY
$52.82 - $57.21 $4,648 - $5,034
88 Added 1.47%
6,069 $333,000
Q4 2023

Feb 12, 2024
SELL
$44.98 - $56.11 $1,619 - $2,019
-36 Reduced 0.6%
5,981 $331,000
Q3 2023

Nov 14, 2023
BUY
$47.76 - $53.58 $287,371 - $322,390
6,017 New
6,017 $291,000
Q3 2022

Oct 25, 2022
SELL
$42.52 - $52.23 $30,827 - $37,866
-725 Reduced 8.11%
8,216 $374,000
Q2 2022

Jul 14, 2022
SELL
$44.28 - $53.81 $1,948 - $2,367
-44 Reduced 0.49%
8,941 $403,000
Q1 2022

May 04, 2022
SELL
$50.55 - $56.5 $118,438 - $132,379
-2,343 Reduced 20.68%
8,985 $480,000
Q4 2021

Jan 19, 2022
SELL
$52.31 - $57.77 $14,019 - $15,482
-268 Reduced 2.31%
11,328 $630,000
Q3 2021

Nov 02, 2021
SELL
$50.41 - $54.9 $89,528 - $97,502
-1,776 Reduced 13.28%
11,596 $611,000
Q2 2021

Jul 27, 2021
SELL
$50.53 - $56.06 $52,702 - $58,470
-1,043 Reduced 7.24%
13,372 $727,000
Q1 2021

Apr 26, 2021
SELL
$42.36 - $53.44 $30,838 - $38,904
-728 Reduced 4.81%
14,415 $730,000
Q4 2020

Jan 25, 2021
SELL
$33.5 - $43.02 $8,676 - $11,142
-259 Reduced 1.68%
15,143 $650,000
Q3 2020

Oct 26, 2020
SELL
$30.58 - $35.51 $9,632 - $11,185
-315 Reduced 2.0%
15,402 $509,000
Q2 2020

Jul 14, 2020
SELL
$23.69 - $35.9 $81,896 - $124,106
-3,457 Reduced 18.03%
15,717 $499,000
Q1 2020

May 01, 2020
BUY
$22.56 - $40.75 $48,932 - $88,386
2,169 Added 12.76%
19,174 $496,000
Q4 2019

Feb 03, 2020
BUY
$36.37 - $40.34 $618,471 - $685,981
17,005 New
17,005 $684,000

Others Institutions Holding FNDA

# of Institutions
439
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
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