LDFR
Lehman & Derafelo Financial Resources’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-162
| Closed | -$28K | – | 184 |
|
|
2022
Q3 | $28K | Hold |
162
| – | – | 0.01% | 139 |
|
|
2022
Q2 | $29K | Buy |
+162
| New | +$29K | 0.01% | 142 |
|
|
2021
Q4 | – | Sell |
-101
| Closed | -$22K | – | 180 |
|
|
2021
Q3 | $22K | Hold |
101
| – | – | 0.01% | 153 |
|
|
2021
Q2 | $23K | Hold |
101
| – | – | 0.01% | 176 |
|
|
2021
Q1 | $22K | Hold |
101
| – | – | 0.01% | 175 |
|
|
2020
Q4 | $20K | Hold |
101
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $16K | Hold |
101
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $15K | Sell |
101
-510
| -83% | -$75.7K | 0.01% | 171 |
|
|
2020
Q1 | $71K | Buy |
611
+510
| +505% | +$59.3K | 0.03% | 106 |
|
|
2019
Q4 | $17K | Buy |
+101
| New | +$17K | 0.01% | 161 |
|