SHJ
Sharkey, Howes & Javer’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,443
| Closed | -$476K | – | 84 |
|
|
2020
Q4 | $476K | Hold |
2,443
| – | – | 0.16% | 51 |
|
|
2020
Q3 | $376K | Buy |
+2,443
| New | +$376K | 0.14% | 55 |
|
|
2019
Q3 | – | Sell |
-732
| Closed | -$115K | – | 175 |
|
|
2019
Q2 | $115K | Buy |
732
+50
| +7% | +$7.86K | 0.05% | 77 |
|
|
2019
Q1 | $104K | Sell |
682
-906
| -57% | -$138K | 0.05% | 83 |
|
|
2018
Q4 | $210K | Buy |
1,588
+548
| +53% | +$72.5K | 0.14% | 48 |
|
|
2018
Q3 | $169K | Sell |
1,040
-29
| -3% | -$4.71K | 0.09% | 62 |
|
|
2018
Q2 | $166K | Buy |
1,069
+12
| +1% | +$1.86K | 0.09% | 49 |
|
|
2018
Q1 | $155K | Buy |
1,057
+112
| +12% | +$16.4K | 0.09% | 42 |
|
|
2017
Q4 | $140K | Sell |
945
-572
| -38% | -$84.7K | 0.08% | 48 |
|
|
2017
Q3 | $217K | Buy |
1,517
+15
| +1% | +$2.15K | 0.11% | 37 |
|
|
2017
Q2 | $204K | Sell |
1,502
-23
| -2% | -$3.12K | 0.12% | 35 |
|
|
2017
Q1 | $203K | Buy |
1,525
+451
| +42% | +$60K | 0.11% | 34 |
|
|
2016
Q4 | $138K | Sell |
1,074
-48
| -4% | -$6.17K | 0.08% | 44 |
|
|
2016
Q3 | $137K | Sell |
1,122
-283
| -20% | -$34.6K | 0.08% | 45 |
|
|
2016
Q2 | $162K | Buy |
1,405
+385
| +38% | +$44.4K | 0.1% | 41 |
|
|
2016
Q1 | $114K | Sell |
1,020
-384
| -27% | -$42.9K | 0.08% | 52 |
|
|
2015
Q4 | $155K | Sell |
1,404
-639
| -31% | -$70.5K | 0.11% | 45 |
|
|
2015
Q3 | $232K | Buy |
+2,043
| New | +$232K | 0.18% | 34 |
|
|
2015
Q2 | – | Sell |
-1,709
| Closed | -$209K | – | 255 |
|
|
2015
Q1 | $209K | Buy |
+1,709
| New | +$209K | 0.13% | 39 |
|