VAFP
Vahanian & Associates Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $389K | Sell |
3,595
-434
| -11% | -$47K | 1.54% | 23 |
|
|
2023
Q3 | $380K | Sell |
4,029
-130
| -3% | -$12.3K | 1.22% | 32 |
|
|
2023
Q2 | $414K | Sell |
4,159
-4,335
| -51% | -$432K | 1.31% | 28 |
|
|
2023
Q1 | $821K | Sell |
8,494
-381
| -4% | -$36.8K | 2.28% | 10 |
|
|
2022
Q4 | $840K | Sell |
8,875
-58
| -0.6% | -$5.49K | 2.75% | 10 |
|
|
2022
Q3 | $779K | Buy |
8,933
+4,148
| +87% | +$362K | 2.68% | 11 |
|
|
2022
Q2 | $442K | Sell |
4,785
-2,000
| -29% | -$185K | 1.9% | 16 |
|
|
2022
Q1 | $732K | Sell |
6,785
-9,836
| -59% | -$1.06M | 1.69% | 21 |
|
|
2021
Q4 | $1.9M | Buy |
+16,621
| New | +$1.9M | 1.53% | 13 |
|