IWM
IHT Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-209
| Closed | -$27K | – | 1336 |
|
|
2018
Q1 | $27K | Sell |
209
-9,806
| -98% | -$1.27M | 0.01% | 882 |
|
|
2017
Q4 | $1.35M | Buy |
10,015
+9,807
| +4,715% | +$1.32M | 0.36% | 56 |
|
|
2017
Q3 | $27K | Hold |
208
| – | – | 0.01% | 681 |
|
|
2017
Q2 | $73 | Hold |
208
| – | – | 0.04% | 414 |
|
|
2017
Q1 | $24K | Hold |
208
| – | – | 0.02% | 615 |
|
|
2016
Q4 | $25K | Buy |
+208
| New | +$25K | 0.02% | 567 |
|