VDFA
Vickerman & Driscoll Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-654
| Closed | -$59K | – | 89 |
|
|
2018
Q3 | $59K | Sell |
654
-46
| -7% | -$4.15K | 0.04% | 83 |
|
|
2018
Q2 | $62K | Sell |
700
-17
| -2% | -$1.51K | 0.05% | 81 |
|
|
2018
Q1 | $62K | Hold |
717
| – | – | 0.05% | 83 |
|
|
2017
Q4 | $64K | Buy |
+717
| New | +$64K | 0.05% | 77 |
|