VFAM
Valley Forge Asset Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $292K | Hold |
1,150
| – | – | 0.05% | 81 |
|
|
2015
Q3 | $286K | Hold |
1,150
| – | – | 0.05% | 81 |
|
|
2015
Q2 | $314K | Hold |
1,150
| – | – | 0.04% | 85 |
|
|
2015
Q1 | $319K | Sell |
1,150
-50
| -4% | -$13.9K | 0.04% | 80 |
|
|
2014
Q4 | $317K | Sell |
1,200
-30
| -2% | -$7.93K | 0.04% | 81 |
|
|
2014
Q3 | $307K | Sell |
1,230
-50
| -4% | -$12.5K | 0.04% | 85 |
|
|
2014
Q2 | $334K | Sell |
1,280
-150
| -10% | -$39.1K | 0.04% | 76 |
|
|
2014
Q1 | $358K | Sell |
1,430
-130
| -8% | -$32.5K | 0.04% | 73 |
|
|
2013
Q4 | $381K | Hold |
1,560
| – | – | 0.04% | 75 |
|
|
2013
Q3 | $353K | Sell |
1,560
-135
| -8% | -$30.5K | 0.02% | 73 |
|
|
2013
Q2 | $356K | Buy |
+1,695
| New | +$356K | 0.02% | 75 |
|