VDFA
Vickerman & Driscoll Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-23,725
| Closed | -$1.68M | – | 71 |
|
|
2019
Q3 | $1.68M | Sell |
23,725
-1,520
| -6% | -$108K | 0.92% | 36 |
|
|
2019
Q2 | $1.77M | Buy |
25,245
+777
| +3% | +$54.5K | 0.98% | 33 |
|
|
2019
Q1 | $1.65M | Sell |
24,468
-4,078
| -14% | -$276K | 0.93% | 35 |
|
|
2018
Q4 | $1.7M | Sell |
28,546
-411
| -1% | -$24.5K | 1.32% | 21 |
|
|
2018
Q3 | $2.01M | Sell |
28,957
-2,701
| -9% | -$188K | 1.4% | 19 |
|
|
2018
Q2 | $2.06M | Sell |
31,658
-1,539
| -5% | -$100K | 1.5% | 18 |
|
|
2018
Q1 | $2.09M | Sell |
33,197
-1,353
| -4% | -$85.3K | 1.55% | 14 |
|
|
2017
Q4 | $2.2M | Buy |
+34,550
| New | +$2.2M | 1.73% | 13 |
|