SHJ
Sharkey, Howes & Javer’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-257
| Closed | -$43K | – | 177 |
|
|
2019
Q2 | $43K | Hold |
257
| – | – | 0.02% | 114 |
|
|
2019
Q1 | $41K | Sell |
257
-1,347
| -84% | -$215K | 0.02% | 115 |
|
|
2018
Q4 | $222K | Buy |
1,604
+408
| +34% | +$56.5K | 0.14% | 45 |
|
|
2018
Q3 | $196K | Sell |
1,196
-8
| -0.7% | -$1.31K | 0.1% | 51 |
|
|
2018
Q2 | $190K | Hold |
1,204
| – | – | 0.11% | 46 |
|
|
2018
Q1 | $185K | Buy |
1,204
+428
| +55% | +$65.8K | 0.1% | 36 |
|
|
2017
Q4 | $120K | Sell |
776
-1,193
| -61% | -$184K | 0.07% | 57 |
|
|
2017
Q3 | $292K | Hold |
1,969
| – | – | 0.15% | 29 |
|
|
2017
Q2 | $281K | Hold |
1,969
| – | – | 0.16% | 28 |
|
|
2017
Q1 | $274K | Buy |
1,969
+1,711
| +663% | +$238K | 0.15% | 28 |
|
|
2016
Q4 | $34K | Hold |
258
| – | – | 0.02% | 119 |
|
|
2016
Q3 | $33K | Hold |
258
| – | – | 0.02% | 116 |
|
|
2016
Q2 | $32K | Buy |
258
+1
| +0.4% | +$124 | 0.02% | 118 |
|
|
2016
Q1 | $31K | Buy |
+257
| New | +$31K | 0.02% | 124 |
|