Vista Wealth Management Group, LLC Schwab Fundamental Emerging Mk Transaction History

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 14, 2022
SELL
$25.56 - $29.71 $690 - $802
-27 Reduced 0.3%
8,942 $223,000
Q1 2022

May 04, 2022
SELL
$26.69 - $33.2 $191,447 - $238,143
-7,173 Reduced 44.44%
8,969 $260,000
Q4 2021

Jan 19, 2022
SELL
$30.22 - $33.49 $7,585 - $8,405
-251 Reduced 1.53%
16,142 $500,000
Q3 2021

Nov 02, 2021
BUY
$30.86 - $32.92 $2,252 - $2,403
73 Added 0.45%
16,393 $528,000
Q2 2021

Jul 27, 2021
SELL
$30.51 - $33.34 $32,279 - $35,273
-1,058 Reduced 6.09%
16,320 $526,000
Q1 2021

Apr 26, 2021
SELL
$28.31 - $31.2 $22,874 - $25,209
-808 Reduced 4.44%
17,378 $534,000
Q4 2020

Jan 25, 2021
SELL
$23.48 - $28.35 $2,441 - $2,948
-104 Reduced 0.57%
18,186 $514,000
Q3 2020

Oct 26, 2020
SELL
$23.37 - $25.29 $10,399 - $11,254
-445 Reduced 2.38%
18,290 $434,000
Q2 2020

Jul 14, 2020
SELL
$19.93 - $24.85 $66,386 - $82,775
-3,331 Reduced 15.1%
18,735 $439,000
Q1 2020

May 01, 2020
BUY
$18.64 - $30.37 $39,815 - $64,870
2,136 Added 10.72%
22,066 $454,000
Q4 2019

Feb 03, 2020
BUY
$27.01 - $29.91 $538,309 - $596,106
19,930 New
19,930 $595,000

Others Institutions Holding FNDE

# of Institutions
338
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

FNDE Quotes by TradingView
  • Ticker FNDE
  • Sector ETFs
  • Industry ETFs
More about FNDE
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email