VWM
Vector Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $277K | Sell |
2,011
-112
| -5% | -$15.4K | 0.19% | 67 |
|
|
2016
Q3 | $264K | Hold |
2,123
| – | – | 0.18% | 69 |
|
|
2016
Q2 | $247K | Sell |
2,123
-335
| -14% | -$39K | 0.17% | 70 |
|
|
2016
Q1 | $277K | Sell |
2,458
-777
| -24% | -$87.6K | 0.21% | 63 |
|
|
2015
Q4 | $356K | Buy |
3,235
+1,221
| +61% | +$134K | 0.28% | 48 |
|
|
2015
Q3 | $234K | Buy |
2,014
+131
| +7% | +$15.2K | 0.18% | 68 |
|
|
2015
Q2 | $222K | Hold |
1,883
| – | – | 0.18% | 71 |
|
|
2015
Q1 | $222K | Sell |
1,883
-70
| -4% | -$8.25K | 0.18% | 70 |
|
|
2014
Q4 | $223K | Buy |
+1,953
| New | +$223K | 0.17% | 65 |
|