VAFP
Vahanian & Associates Financial Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $760K | Sell |
2,743
-1,150
| -30% | -$319K | 3.01% | 8 |
|
|
2023
Q3 | $971K | Sell |
3,893
-380
| -9% | -$94.8K | 3.12% | 7 |
|
|
2023
Q2 | $1.12M | Sell |
4,273
-60
| -1% | -$15.7K | 3.53% | 7 |
|
|
2023
Q1 | $1.08M | Sell |
4,333
-175
| -4% | -$43.8K | 3.01% | 5 |
|
|
2022
Q4 | $1.09M | Sell |
4,508
-69
| -2% | -$16.7K | 3.57% | 5 |
|
|
2022
Q3 | $1M | Buy |
4,577
+1,866
| +69% | +$409K | 3.46% | 7 |
|
|
2022
Q2 | $613K | Sell |
2,711
-1,078
| -28% | -$244K | 2.64% | 11 |
|
|
2022
Q1 | $1.02M | Sell |
3,789
-3,026
| -44% | -$812K | 2.35% | 11 |
|
|
2021
Q4 | $1.93M | Buy |
+6,815
| New | +$1.93M | 1.56% | 12 |
|