Vaughan David Investments’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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2021
Q2 | $14M | Hold |
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|
2021
Q1 | $13M | Hold |
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2020
Q4 | $12.2M | Hold |
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|
2020
Q3 | $10.7M | Hold |
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|
2020
Q2 | $9.86M | Hold |
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2020
Q1 | $8.13M | Hold |
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|
2019
Q4 | $10.3M | Hold |
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|
2019
Q3 | $9.52M | Hold |
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2019
Q2 | $9.44M | Hold |
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|
2019
Q1 | $9.13M | Hold |
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|
2018
Q4 | $8.05M | Sell |
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|
2018
Q3 | $9.46M | Sell |
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|
2018
Q2 | $8.93M | Buy |
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|
2018
Q1 | $8.56M | Hold |
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|
2017
Q4 | $8.66M | Hold |
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|
2017
Q3 | $8.18M | Hold |
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|
2017
Q2 | $7.89M | Hold |
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|
2017
Q1 | $7.66M | Hold |
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|
2016
Q4 | $7.28M | Hold |
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|
2016
Q3 | $7.02M | Sell |
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|
2016
Q2 | $7.11M | Buy |
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|
2016
Q1 | $6.62M | Hold |
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|
2015
Q4 | $6.59M | Hold |
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|
2015
Q3 | $6.24M | Hold |
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|
2015
Q2 | $6.79M | Hold |
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|
2015
Q1 | $6.78M | Hold |
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|
2014
Q4 | $6.7M | Hold |
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|
2014
Q3 | $6.4M | Sell |
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|
2014
Q2 | $7.07M | Hold |
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|
2014
Q1 | $6.74M | Hold |
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|
2013
Q4 | $6.64M | Sell |
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|
2013
Q3 | $7.1M | Hold |
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|
2013
Q2 | $6.76M | Buy |
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