CDH
Charles D. Hyman’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,195
| Closed | -$253K | – | 218 |
|
|
2020
Q1 | $253K | Buy |
2,195
+550
| +33% | +$63.4K | 0.03% | 157 |
|
|
2019
Q4 | $272K | Hold |
1,645
| – | – | 0.03% | 177 |
|
|
2019
Q3 | $253K | Hold |
1,645
| – | – | 0.03% | 164 |
|
|
2019
Q2 | $258K | Buy |
1,645
+95
| +6% | +$14.9K | 0.03% | 164 |
|
|
2019
Q1 | $237K | Hold |
1,550
| – | – | 0.02% | 172 |
|
|
2018
Q4 | $205K | Hold |
1,550
| – | – | 0.02% | 161 |
|
|
2018
Q3 | $252K | Buy |
1,550
+50
| +3% | +$8.13K | 0.03% | 157 |
|
|
2018
Q2 | $234K | Hold |
1,500
| – | – | 0.03% | 160 |
|
|
2018
Q1 | $220K | Buy |
+1,500
| New | +$220K | 0.03% | 160 |
|