VDFA
Vickerman & Driscoll Financial Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.78M | Sell |
65,193
-44,389
| -41% | -$3.93M | 3.54% | 5 |
|
|
2019
Q4 | $11.2M | Sell |
109,582
-2,859
| -3% | -$291K | 5.64% | 5 |
|
|
2019
Q3 | $10.1M | Buy |
112,441
+355
| +0.3% | +$32K | 5.56% | 4 |
|
|
2019
Q2 | $10.4M | Sell |
112,086
-3,496
| -3% | -$324K | 5.76% | 4 |
|
|
2019
Q1 | $10.6M | Buy |
115,582
+26,287
| +29% | +$2.41M | 5.98% | 3 |
|
|
2018
Q4 | $7.73M | Buy |
89,295
+1,904
| +2% | +$165K | 6% | 4 |
|
|
2018
Q3 | $8.32M | Sell |
87,391
-2,402
| -3% | -$229K | 5.8% | 3 |
|
|
2018
Q2 | $7.49M | Buy |
89,793
+7,365
| +9% | +$615K | 5.47% | 5 |
|
|
2018
Q1 | $6.71M | Buy |
82,428
+5,583
| +7% | +$454K | 4.95% | 4 |
|
|
2017
Q4 | $6.35M | Buy |
+76,845
| New | +$6.35M | 4.99% | 4 |
|