VDFA
Vickerman & Driscoll Financial Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $1.12M | Sell |
24,154
-27,238
| -53% | -$1.26M | 0.68% | 43 |
|
2019
Q4 | $3.32M | Buy |
51,392
+8,794
| +21% | +$567K | 1.68% | 23 |
|
2019
Q3 | $2.54M | Buy |
42,598
+742
| +2% | +$44.2K | 1.39% | 22 |
|
2019
Q2 | $2.55M | Buy |
41,856
+2,243
| +6% | +$137K | 1.41% | 21 |
|
2019
Q1 | $2.37M | Buy |
39,613
+2,676
| +7% | +$160K | 1.33% | 20 |
|
2018
Q4 | $1.99M | Buy |
36,937
+1,030
| +3% | +$55.5K | 1.55% | 15 |
|
2018
Q3 | $2.42M | Sell |
35,907
-330
| -0.9% | -$22.3K | 1.69% | 13 |
|
2018
Q2 | $2.29M | Buy |
36,237
+29,000
| +401% | +$1.83M | 1.67% | 12 |
|
2018
Q1 | $1.68M | Buy |
7,237
+2,250
| +45% | +$523K | 1.24% | 19 |
|
2017
Q4 | $1.13M | Buy |
+4,987
| New | +$1.13M | 0.89% | 41 |
|