VWM
Vector Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $804K | Hold |
5,745
| – | – | 0.56% | 24 |
|
|
2016
Q3 | $717K | Hold |
5,745
| – | – | 0.49% | 30 |
|
|
2016
Q2 | $671K | Hold |
5,745
| – | – | 0.46% | 35 |
|
|
2016
Q1 | $651K | Hold |
5,745
| – | – | 0.48% | 31 |
|
|
2015
Q4 | $621K | Buy |
5,745
+455
| +9% | +$49.2K | 0.48% | 31 |
|
|
2015
Q3 | $605K | Buy |
5,290
+2,890
| +120% | +$331K | 0.48% | 31 |
|
|
2015
Q2 | $283K | Hold |
2,400
| – | – | 0.22% | 55 |
|
|
2015
Q1 | $285K | Hold |
2,400
| – | – | 0.23% | 55 |
|
|
2014
Q4 | $283K | Buy |
+2,400
| New | +$283K | 0.21% | 53 |
|