VDFA
Vickerman & Driscoll Financial Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,216
| Closed | -$263K | – | 69 |
|
|
2019
Q4 | $263K | Sell |
5,216
-172,004
| -97% | -$8.67M | 0.13% | 63 |
|
|
2019
Q3 | $8.97M | Sell |
177,220
-1,460
| -0.8% | -$73.9K | 4.92% | 6 |
|
|
2019
Q2 | $9.04M | Sell |
178,680
-29,780
| -14% | -$1.51M | 5.01% | 6 |
|
|
2019
Q1 | $10.5M | Buy |
+208,460
| New | +$10.5M | 5.9% | 4 |
|