VCM
Virtue Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,944
| Closed | -$506K | – | 304 |
|
|
2021
Q1 | $506K | Buy |
+1,944
| New | +$506K | 0.12% | 206 |
|
|
2020
Q2 | – | Sell |
-22,122
| Closed | -$3.18M | – | 235 |
|
|
2020
Q1 | $3.18M | Sell |
22,122
-50,671
| -70% | -$7.29M | 4.86% | 3 |
|
|
2019
Q4 | $15M | Buy |
+72,793
| New | +$15M | 4.32% | 4 |
|
|
2018
Q4 | – | Sell |
-2,622
| Closed | -$528K | – | 157 |
|
|
2018
Q3 | $528K | Buy |
2,622
+1,387
| +112% | +$279K | 0.11% | 179 |
|
|
2018
Q2 | $241K | Hold |
1,235
| – | – | 0.12% | 181 |
|
|
2018
Q1 | $234K | Sell |
1,235
-33
| -3% | -$6.25K | 0.12% | 172 |
|
|
2017
Q4 | $241K | Buy |
+1,268
| New | +$241K | 0.14% | 155 |
|