VDFA
Vickerman & Driscoll Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-798
| Closed | -$234K | – | 84 |
|
|
2018
Q3 | $234K | Buy |
798
+34
| +4% | +$9.97K | 0.16% | 69 |
|
|
2018
Q2 | $209K | Sell |
764
-232
| -23% | -$63.5K | 0.15% | 69 |
|
|
2018
Q1 | $264K | Sell |
996
-5,694
| -85% | -$1.51M | 0.19% | 72 |
|
|
2017
Q4 | $1.8M | Buy |
+6,690
| New | +$1.8M | 1.41% | 16 |
|