EWM
VRD
Empirical Wealth Management’s SPDR NUVEEN S&P VRDO MUN BD ETF VRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-12,785
| Closed | -$383K | – | 105 |
|
|
2014
Q1 | $383K | Sell |
12,785
-3,528
| -22% | -$106K | 0.1% | 72 |
|
|
2013
Q4 | $488K | Sell |
16,313
-3,954
| -20% | -$118K | 0.14% | 65 |
|
|
2013
Q3 | $607K | Sell |
20,267
-20,135
| -50% | -$603K | 0.19% | 51 |
|
|
2013
Q2 | $1.2M | Buy |
+40,402
| New | +$1.2M | 0.4% | 24 |
|