VDFA
Vickerman & Driscoll Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,224
| Closed | -$243K | – | 70 |
|
2019
Q4 | $243K | Sell |
1,224
-1,511
| -55% | -$300K | 0.12% | 65 |
|
2019
Q3 | $498K | Sell |
2,735
-110
| -4% | -$20K | 0.27% | 61 |
|
2019
Q2 | $530K | Sell |
2,845
-460
| -14% | -$85.7K | 0.29% | 58 |
|
2019
Q1 | $594K | Sell |
3,305
-456
| -12% | -$82K | 0.34% | 55 |
|
2018
Q4 | $566K | Sell |
3,761
-45
| -1% | -$6.77K | 0.44% | 50 |
|
2018
Q3 | $713K | Sell |
3,806
-117
| -3% | -$21.9K | 0.5% | 48 |
|
2018
Q2 | $690K | Sell |
3,923
-958
| -20% | -$168K | 0.5% | 47 |
|
2018
Q1 | $800K | Sell |
4,881
-1,265
| -21% | -$207K | 0.59% | 51 |
|
2017
Q4 | $989K | Buy |
+6,146
| New | +$989K | 0.78% | 50 |
|