VDFA
Vickerman & Driscoll Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $344K | Sell |
7,980
-2,073
| -21% | -$89.4K | 0.21% | 58 |
|
|
2019
Q4 | $599K | Sell |
10,053
-370
| -4% | -$22K | 0.3% | 51 |
|
|
2019
Q3 | $583K | Sell |
10,423
-18
| -0.2% | -$1.01K | 0.32% | 55 |
|
|
2019
Q2 | $583K | Sell |
10,441
-322
| -3% | -$18K | 0.32% | 55 |
|
|
2019
Q1 | $581K | Sell |
10,763
-211
| -2% | -$11.4K | 0.33% | 57 |
|
|
2018
Q4 | $510K | Buy |
10,974
+8,228
| +300% | +$382K | 0.4% | 56 |
|
|
2018
Q3 | $605K | Sell |
2,746
-46
| -2% | -$10.1K | 0.42% | 54 |
|
|
2018
Q2 | $592K | Sell |
2,792
-46
| -2% | -$9.75K | 0.43% | 52 |
|
|
2018
Q1 | $586K | Sell |
2,838
-154
| -5% | -$31.8K | 0.43% | 64 |
|
|
2017
Q4 | $623K | Buy |
+2,992
| New | +$623K | 0.49% | 64 |
|