VDFA
Vickerman & Driscoll Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $298K | Sell |
2,600
-1,367
| -34% | -$157K | 0.18% | 63 |
|
|
2019
Q4 | $657K | Sell |
3,967
-118
| -3% | -$19.5K | 0.33% | 49 |
|
|
2019
Q3 | $618K | Sell |
4,085
-18
| -0.4% | -$2.72K | 0.34% | 53 |
|
|
2019
Q2 | $638K | Sell |
4,103
-77
| -2% | -$12K | 0.35% | 52 |
|
|
2019
Q1 | $640K | Sell |
4,180
-37
| -0.9% | -$5.67K | 0.36% | 52 |
|
|
2018
Q4 | $565K | Sell |
4,217
-366
| -8% | -$49K | 0.44% | 51 |
|
|
2018
Q3 | $772K | Sell |
4,583
-119
| -3% | -$20K | 0.54% | 47 |
|
|
2018
Q2 | $770K | Sell |
4,702
-190
| -4% | -$31.1K | 0.56% | 46 |
|
|
2018
Q1 | $743K | Sell |
4,892
-378
| -7% | -$57.4K | 0.55% | 55 |
|
|
2017
Q4 | $803K | Buy |
+5,270
| New | +$803K | 0.63% | 59 |
|