SHA
Smith Hayes Advisers’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $232K | Buy |
2,079
+111
| +6% | +$12.4K | 0.05% | 282 |
|
|
2015
Q4 | $218K | Buy |
+1,968
| New | +$218K | 0.05% | 290 |
|
|
2015
Q2 | – | Sell |
-5,297
| Closed | -$649K | – | 324 |
|
|
2015
Q1 | $649K | Sell |
5,297
-601
| -10% | -$73.6K | 0.13% | 186 |
|
|
2014
Q4 | $688K | Buy |
5,898
+18
| +0.3% | +$2.1K | 0.14% | 173 |
|
|
2014
Q3 | $650K | Sell |
5,880
-1,692
| -22% | -$187K | 0.15% | 157 |
|
|
2014
Q2 | $887K | Buy |
7,572
+80
| +1% | +$9.37K | 0.21% | 133 |
|
|
2014
Q1 | $846K | Buy |
7,492
+399
| +6% | +$45.1K | 0.21% | 136 |
|
|
2013
Q4 | $780K | Buy |
7,093
+1,764
| +33% | +$194K | 0.26% | 118 |
|
|
2013
Q3 | $546K | Buy |
5,329
+1,329
| +33% | +$136K | 0.21% | 122 |
|
|
2013
Q2 | $375K | Buy |
+4,000
| New | +$375K | 0.16% | 154 |
|