Vital Stone Financial, LLC Schwab Fundamental U S Large C Transaction History

Vital Stone Financial, LLC

  • $134 Million
  • Q2 2024

A detailed history of Vital Stone Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Vital Stone Financial, LLC holds 12,013 shares of FNDX stock, worth $861,332. This represents 0.6% of its overall portfolio holdings.

Number of Shares
12,013
Previous 12,706 5.45%
Holding current value
$861,332
Previous $856,000 6.07%
% of portfolio
0.6%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$63.87 - $67.55 $44,261 - $46,812
-693 Reduced 5.45%
12,013 $804,000
Q1 2024

May 06, 2024
BUY
$60.89 - $67.39 $3,044 - $3,369
50 Added 0.4%
12,706 $856,000
Q4 2023

Feb 14, 2024
SELL
$53.46 - $62.11 $1,336 - $1,552
-25 Reduced 0.2%
12,656 $784,000
Q3 2023

Nov 15, 2023
BUY
$55.81 - $59.78 $453,400 - $485,652
8,124 Added 178.28%
12,681 $717,000
Q2 2023

Aug 21, 2023
BUY
$53.84 - $57.58 $245,348 - $262,392
4,557 New
4,557 $240,000

Others Institutions Holding FNDX

# of Institutions
563
Shares Held
187M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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