VDFA
Vickerman & Driscoll Financial Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.72M | Sell |
48,761
-12,742
| -21% | -$449K | 1.06% | 38 |
|
|
2019
Q4 | $3.37M | Buy |
61,503
+10,801
| +21% | +$592K | 1.7% | 20 |
|
|
2019
Q3 | $2.6M | Buy |
50,702
+911
| +2% | +$46.8K | 1.43% | 20 |
|
|
2019
Q2 | $2.56M | Buy |
49,791
+2,952
| +6% | +$152K | 1.42% | 20 |
|
|
2019
Q1 | $2.36M | Buy |
46,839
+3,251
| +7% | +$164K | 1.33% | 21 |
|
|
2018
Q4 | $1.93M | Buy |
43,588
+1,403
| +3% | +$62.3K | 1.5% | 17 |
|
|
2018
Q3 | $2.27M | Buy |
42,185
+180
| +0.4% | +$9.67K | 1.58% | 16 |
|
|
2018
Q2 | $2.19M | Buy |
42,005
+25,605
| +156% | +$1.33M | 1.6% | 17 |
|
|
2018
Q1 | $1.63M | Buy |
16,400
+5,335
| +48% | +$531K | 1.2% | 22 |
|
|
2017
Q4 | $1.14M | Buy |
+11,065
| New | +$1.14M | 0.89% | 40 |
|