VDFA
Vickerman & Driscoll Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.86M | Buy |
94,602
+641
| +0.7% | +$19.4K | 1.76% | 18 |
|
|
2019
Q4 | $3.55M | Buy |
93,961
+34,790
| +59% | +$1.32M | 1.8% | 19 |
|
|
2019
Q3 | $2.06M | Buy |
59,171
+2,610
| +5% | +$91K | 1.13% | 26 |
|
|
2019
Q2 | $1.95M | Buy |
56,561
+1,218
| +2% | +$42.1K | 1.08% | 27 |
|
|
2019
Q1 | $1.84M | Buy |
55,343
+5,019
| +10% | +$167K | 1.04% | 30 |
|
|
2018
Q4 | $1.47M | Buy |
50,324
+1,451
| +3% | +$42.4K | 1.14% | 30 |
|
|
2018
Q3 | $1.67M | Buy |
48,873
+4,393
| +10% | +$150K | 1.16% | 26 |
|
|
2018
Q2 | $1.42M | Sell |
44,480
-883
| -2% | -$28.2K | 1.03% | 32 |
|
|
2018
Q1 | $1.4M | Buy |
+45,363
| New | +$1.4M | 1.04% | 30 |
|