Vanguard Capital Wealth Advisors Schwab Fundamental U S Broad M Transaction History

Vanguard Capital Wealth Advisors

$118 Million
Q4 2025

A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 19,923 shares of FNDB stock, worth $516,005. This represents 0.44% of its overall portfolio holdings.

Number of Shares

19,923

Previous 19,842 0.41%

Holding current value

$516,005

Previous $510,000 1.18%

% of portfolio

0.44%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$25.06 - $26.31 $2,029 - $2,131	81 Added 0.41%	19,923 $516,000
Q3 2025 Oct 30, 2025	BUY	$23.83 - $25.77 $11,533 - $12,472	484 Added 2.5%	19,842 $510,000
Q2 2025 Jul 11, 2025	SELL	$20.36 - $23.98 $27,608 - $32,516	-1,356 Reduced 6.55%	19,358 $464,000
Q1 2025 Apr 11, 2025	BUY	$22.52 - $24.48 $21,439 - $23,304	952 Added 4.82%	20,714 $473,000
Q4 2024 Feb 14, 2025	BUY	$23.07 - $70.32 $312,275 - $951,851	13,536 Added 217.41%	19,762 $459,000

Q3 2024 Oct 25, 2024	BUY	$64.17 - $70.37 $175,504 - $192,461	2,735 Added 78.34%	6,226 $438,000
Q2 2024 Aug 07, 2024	BUY	$62.66 - $66.26 $218,746 - $231,313	3,491 New	3,491 $228,000

Others Institutions Holding FNDB

# of Institutions

170

Shares Held

13.8M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
Sector ETFs
Industry ETFs

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Vanguard Capital Wealth Advisors Schwab Fundamental U S Broad M Transaction History