SPIA
Strategic Point Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,060
| Closed | -$227K | – | 12 |
|
|
2015
Q4 | $227K | Hold |
2,060
| – | – | 0.1% | 12 |
|
|
2015
Q3 | $222K | Buy |
2,060
+30
| +1% | +$3.23K | 0.1% | 11 |
|
|
2015
Q2 | $246K | Hold |
2,030
| – | – | 0.05% | 12 |
|
|
2015
Q1 | $248K | Hold |
2,030
| – | – | 0.09% | 12 |
|
|
2014
Q4 | $236K | Buy |
2,030
+180
| +10% | +$20.9K | 0.1% | 10 |
|
|
2014
Q3 | $204K | Sell |
1,850
-95
| -5% | -$10.5K | 0.09% | 11 |
|
|
2014
Q2 | $227K | Sell |
1,945
-55
| -3% | -$6.42K | 0.1% | 11 |
|
|
2014
Q1 | $225K | Buy |
2,000
+240
| +14% | +$27K | 0.11% | 10 |
|
|
2013
Q4 | $193K | Buy |
+1,760
| New | +$193K | 0.09% | 10 |
|