TRADITION CAPITAL MANAGEMENT LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, TRADITION CAPITAL MANAGEMENT LLC opened 0 positions, added to 9, reduced 3, sold out of 0 and left 2 unchanged. The largest increase in value was VYM (+$172,000); the largest decrease was Market Vectors BDC Inc ETF (-$2,153,000).
- VYM: Country of operation —; Class COM; Shares 2016-06-30 6,475; Shares 2016-09-30 8,791.
- VUG: Country of operation —; Class COM; Shares 2016-06-30 7,835; Shares 2016-09-30 8,585.
- SPY: Country of operation —; Class COM; Shares 2016-06-30 8,469; Shares 2016-09-30 8,666.
- VTI: Country of operation —; Class COM; Shares 2016-06-30 4,391; Shares 2016-09-30 5,082.
Two Form 13F-HR filings compared (SEC CIK 1166385): 2016-06-30 (filed 2016-08-01) and 2016-09-30 (filed 2016-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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