PJSIMP
P.J. Schmidt Investment Management (PJS)’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,000
| Closed | -$288K | – | 136 |
|
|
2016
Q2 | $288K | Sell |
3,000
-2,200
| -42% | -$211K | 0.11% | 118 |
|
|
2016
Q1 | $489K | Hold |
5,200
| – | – | 0.19% | 101 |
|
|
2015
Q4 | $486K | Hold |
5,200
| – | – | 0.19% | 99 |
|
|
2015
Q3 | $458K | Sell |
5,200
-1,800
| -26% | -$159K | 0.2% | 103 |
|
|
2015
Q2 | $664K | Hold |
7,000
| – | – | 0.26% | 97 |
|
|
2015
Q1 | $666K | Buy |
7,000
+3,000
| +75% | +$285K | 0.26% | 96 |
|
|
2014
Q4 | $378K | Buy |
+4,000
| New | +$378K | 0.15% | 119 |
|