VDFA
Vickerman & Driscoll Financial Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $1.06M | Sell |
25,895
-24,737
| -49% | -$1.01M | 0.65% | 44 |
|
2019
Q4 | $3.33M | Buy |
50,632
+8,103
| +19% | +$532K | 1.68% | 22 |
|
2019
Q3 | $2.61M | Buy |
42,529
+740
| +2% | +$45.3K | 1.43% | 19 |
|
2019
Q2 | $2.54M | Buy |
41,789
+4,216
| +11% | +$256K | 1.41% | 22 |
|
2019
Q1 | $2.27M | Buy |
37,573
+2,956
| +9% | +$178K | 1.28% | 22 |
|
2018
Q4 | $1.86M | Buy |
34,617
+1,074
| +3% | +$57.8K | 1.45% | 18 |
|
2018
Q3 | $2.29M | Buy |
33,543
+121
| +0.4% | +$8.26K | 1.6% | 15 |
|
2018
Q2 | $2.23M | Buy |
33,422
+20,273
| +154% | +$1.35M | 1.63% | 13 |
|
2018
Q1 | $1.62M | Buy |
13,149
+4,195
| +47% | +$518K | 1.2% | 23 |
|
2017
Q4 | $1.13M | Buy |
+8,954
| New | +$1.13M | 0.88% | 42 |
|