CIM
Cetera Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-24,449
| Closed | -$3.15M | – | 107 |
|
|
2016
Q4 | $3.15M | Buy |
24,449
+3,026
| +14% | +$390K | 2.36% | 9 |
|
|
2016
Q3 | $2.62M | Sell |
21,423
-2,556
| -11% | -$312K | 1.68% | 15 |
|
|
2016
Q2 | $2.77M | Sell |
23,979
-3,446
| -13% | -$399K | 1.63% | 17 |
|
|
2016
Q1 | $3.05M | Sell |
27,425
-929
| -3% | -$103K | 1.58% | 17 |
|
|
2015
Q4 | $3.14M | Buy |
+28,354
| New | +$3.14M | 1.27% | 21 |
|