VFAM
Valley Forge Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$317K | – | 102 |
|
|
2014
Q3 | $317K | Hold |
2,000
| – | – | 0.04% | 83 |
|
|
2014
Q2 | $325K | Hold |
2,000
| – | – | 0.03% | 78 |
|
|
2014
Q1 | $310K | Hold |
2,000
| – | – | 0.03% | 75 |
|
|
2013
Q4 | $300K | Hold |
2,000
| – | – | 0.03% | 78 |
|
|
2013
Q3 | $278K | Hold |
2,000
| – | – | 0.02% | 78 |
|
|
2013
Q2 | $260K | Buy |
+2,000
| New | +$260K | 0.02% | 84 |
|