VDFA
Vickerman & Driscoll Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.18M | Buy |
4,564
+3,247
| +247% | +$837K | 0.72% | 42 |
|
|
2019
Q4 | $424K | Sell |
1,317
-58
| -4% | -$18.7K | 0.21% | 60 |
|
|
2019
Q3 | $408K | Sell |
1,375
-199
| -13% | -$59K | 0.22% | 66 |
|
|
2019
Q2 | $461K | Sell |
1,574
-91
| -5% | -$26.7K | 0.26% | 64 |
|
|
2019
Q1 | $470K | Sell |
1,665
-92
| -5% | -$26K | 0.27% | 65 |
|
|
2018
Q4 | $439K | Sell |
1,757
-38
| -2% | -$9.5K | 0.34% | 61 |
|
|
2018
Q3 | $522K | Sell |
1,795
-431
| -19% | -$125K | 0.36% | 59 |
|
|
2018
Q2 | $604K | Sell |
2,226
-37
| -2% | -$10K | 0.44% | 51 |
|
|
2018
Q1 | $596K | Sell |
2,263
-263
| -10% | -$69.3K | 0.44% | 63 |
|
|
2017
Q4 | $674K | Buy |
+2,526
| New | +$674K | 0.53% | 63 |
|