VFAM
Valley Forge Asset Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,200
| Closed | -$309K | – | 93 |
|
|
2014
Q1 | $309K | Buy |
+4,200
| New | +$309K | 0.03% | 76 |
|
|
2013
Q4 | – | Sell |
-7,200
| Closed | -$496K | – | 90 |
|
|
2013
Q3 | $496K | Sell |
7,200
-3,400
| -32% | -$234K | 0.03% | 68 |
|
|
2013
Q2 | $703K | Buy |
+10,600
| New | +$703K | 0.05% | 64 |
|