RDIA
RE Dickinson Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-155
| Closed | -$25K | – | 405 |
|
2022
Q3 | $25K | Buy |
155
+1
| +0.6% | +$161 | 0.02% | 101 |
|
2022
Q2 | $27 | Sell |
154
-102
| -40% | -$18 | ﹤0.01% | 106 |
|
2022
Q1 | $32K | Buy |
256
+153
| +149% | +$19.1K | 0.02% | 115 |
|
2021
Q4 | $23K | Buy |
+103
| New | +$23K | 0.02% | 129 |
|