Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $386K | Buy |
1,276
+351
| +38% | +$113K | 0.13% | 129 |
|
|
2025
Q4 | $324K | Buy |
925
+26
| +3% | +$8.86K | 0.11% | 147 |
|
|
2025
Q3 | $307K | Sell |
899
-19
| -2% | -$6.58K | 0.11% | 146 |
|
|
2025
Q2 | $326K | Sell |
918
-25
| -3% | -$8.71K | 0.11% | 147 |
|
|
2025
Q1 | $330K | Sell |
943
-10
| -1% | -$3.38K | 0.12% | 145 |
|
|
2024
Q4 | $301K | Hold |
953
| – | – | 0.11% | 147 |
|
|
2024
Q3 | $262K | Sell |
953
-40
| -4% | -$10.8K | 0.09% | 164 |
|
|
2024
Q2 | $261K | Sell |
993
-30
| -3% | -$8.22K | 0.1% | 156 |
|
|
2024
Q1 | $285K | Sell |
1,023
-259
| -20% | -$71.5K | 0.1% | 155 |
|
|
2023
Q4 | $334K | Sell |
1,282
-16
| -1% | -$3.94K | 0.13% | 135 |
|
|
2023
Q3 | $299K | Sell |
1,298
-695
| -35% | -$167K | 0.13% | 136 |
|
|
2023
Q2 | $473K | Buy |
1,993
+474
| +31% | +$108K | 0.2% | 108 |
|
|
2023
Q1 | $342K | Sell |
1,519
-6
| -0.4% | -$1.33K | 0.15% | 127 |
|
|
2022
Q4 | $317K | Buy |
1,525
+76
| +5% | +$15.3K | 0.15% | 138 |
|
|
2022
Q3 | $257K | Sell |
1,449
-75
| -5% | -$15.3K | 0.14% | 138 |
|
|
2022
Q2 | $300K | Buy |
1,524
+25
| +2% | +$5.17K | 0.16% | 132 |
|
|
2022
Q1 | $332K | Buy |
1,499
+24
| +2% | +$5.19K | 0.16% | 130 |
|
|
2021
Q4 | $320K | Sell |
1,475
-24
| -2% | -$5.15K | 0.15% | 127 |
|
|
2021
Q3 | $334K | Buy |
1,499
+40
| +3% | +$9.38K | 0.17% | 121 |
|
|
2021
Q2 | $341K | Sell |
1,459
-15
| -1% | -$3.43K | 0.17% | 121 |
|
|
2021
Q1 | $312K | Sell |
1,474
-975
| -40% | -$205K | 0.17% | 124 |
|
|
2020
Q4 | $536K | Buy |
2,449
+35
| +1% | +$7.16K | 0.3% | 89 |
|
|
2020
Q3 | $483K | Sell |
2,414
-11
| -0.5% | -$2.2K | 0.32% | 89 |
|
|
2020
Q2 | $468K | Hold |
2,425
| – | – | 0.32% | 87 |
|
|
2020
Q1 | $391K | Buy |
2,425
+181
| +8% | +$34.1K | 0.31% | 85 |
|
|
2019
Q4 | $422K | Sell |
2,244
-54
| -2% | -$9.73K | 0.26% | 92 |
|
|
2019
Q3 | $395K | Buy |
2,298
+795
| +53% | +$142K | 0.25% | 95 |
|
|
2019
Q2 | $261K | Buy |
1,503
+24
| +2% | +$3.93K | 0.18% | 119 |
|
|
2019
Q1 | $231K | Sell |
1,479
-100
| -6% | -$14.4K | 0.17% | 128 |
|
|
2018
Q4 | $208K | Sell |
1,579
-61
| -4% | -$8.43K | 0.17% | 127 |
|
|
2018
Q3 | $246K | Sell |
1,640
-110
| -6% | -$15.6K | 0.17% | 121 |
|
|
2018
Q2 | $232K | Sell |
1,750
-634
| -27% | -$81.6K | 0.21% | 99 |
|
|
2018
Q1 | $285K | Sell |
2,384
-275
| -10% | -$33.3K | 0.26% | 93 |
|
|
2017
Q4 | $303K | Buy |
2,659
+129
| +5% | +$14.2K | 0.27% | 91 |
|
|
2017
Q3 | $266K | Sell |
2,530
-92
| -4% | -$9.33K | 0.25% | 94 |
|
|
2017
Q2 | $246K | Buy |
2,622
+110
| +4% | +$10.2K | 0.24% | 99 |
|
|
2017
Q1 | $224K | Buy |
+2,512
| New | +$216K | 0.21% | 102 |
|
Other funds holding V
VCM
VPM
