VDFA
Vickerman & Driscoll Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,336
| Closed | -$263K | – | 70 |
|
|
2018
Q4 | $263K | Buy |
4,336
+32
| +0.7% | +$1.94K | 0.2% | 65 |
|
|
2018
Q3 | $328K | Sell |
4,304
-878
| -17% | -$66.9K | 0.23% | 66 |
|
|
2018
Q2 | $381K | Sell |
5,182
-8,175
| -61% | -$601K | 0.28% | 62 |
|
|
2018
Q1 | $923K | Sell |
13,357
-4,830
| -27% | -$334K | 0.68% | 48 |
|
|
2017
Q4 | $1.27M | Buy |
+18,187
| New | +$1.27M | 1% | 34 |
|