VDFA
Vickerman & Driscoll Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,745
| Closed | -$275K | – | 71 |
|
|
2018
Q4 | $275K | Buy |
5,745
+15
| +0.3% | +$718 | 0.21% | 63 |
|
|
2018
Q3 | $331K | Sell |
5,730
-1,179
| -17% | -$68.1K | 0.23% | 65 |
|
|
2018
Q2 | $379K | Sell |
6,909
-10,802
| -61% | -$593K | 0.28% | 63 |
|
|
2018
Q1 | $937K | Sell |
17,711
-6,475
| -27% | -$343K | 0.69% | 46 |
|
|
2017
Q4 | $1.29M | Buy |
+24,186
| New | +$1.29M | 1.01% | 32 |
|