SDAM
Shulman DeMeo Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$237K | – | 134 |
|
|
2024
Q3 | $237K | Hold |
1,000
| – | – | 0.06% | 114 |
|
|
2024
Q2 | $218K | Hold |
1,000
| – | – | 0.06% | 115 |
|
|
2024
Q1 | $229K | Hold |
1,000
| – | – | 0.06% | 117 |
|
|
2023
Q4 | $213K | Buy |
+1,000
| New | +$213K | 0.06% | 119 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$213K | – | 144 |
|
|
2022
Q1 | $213K | Hold |
1,000
| – | – | 0.06% | 135 |
|
|
2021
Q4 | $226K | Hold |
1,000
| – | – | 0.06% | 134 |
|
|
2021
Q3 | $219K | Buy |
+1,000
| New | +$219K | 0.19% | 77 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$214K | – | 136 |
|
|
2021
Q1 | $214K | Buy |
+1,000
| New | +$214K | 0.06% | 125 |
|