SIM
Sigma Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,171
| Closed | -$203K | – | 26 |
|
|
2015
Q4 | $203K | Buy |
+2,171
| New | +$203K | 0.12% | 24 |
|
|
2015
Q3 | – | Sell |
-2,171
| Closed | -$206K | – | 29 |
|
|
2015
Q2 | $206K | Hold |
2,171
| – | – | 0.13% | 26 |
|
|
2015
Q1 | $207K | Sell |
2,171
-131
| -6% | -$12.5K | 0.13% | 27 |
|
|
2014
Q4 | $217K | Hold |
2,302
| – | – | 0.13% | 27 |
|
|
2014
Q3 | $208K | Hold |
2,302
| – | – | 0.15% | 25 |
|
|
2014
Q2 | $207K | Buy |
+2,302
| New | +$207K | 0.14% | 25 |
|
|
2013
Q4 | – | Sell |
-3,570
| Closed | -$276K | – | 29 |
|
|
2013
Q3 | $276K | Sell |
3,570
-199
| -5% | -$15.4K | 0.19% | 21 |
|
|
2013
Q2 | $277K | Buy |
+3,769
| New | +$277K | 0.21% | 21 |
|