AOWM
Alpha Omega Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-103
| Closed | -$14K | – | 546 |
|
|
2019
Q2 | $14K | Hold |
103
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $13K | Hold |
103
| – | – | 0.01% | 398 |
|
|
2018
Q4 | $12K | Hold |
103
| – | – | 0.01% | 352 |
|
|
2018
Q3 | $14K | Hold |
103
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $13K | Hold |
103
| – | – | 0.01% | 359 |
|
|
2018
Q1 | $12K | Hold |
103
| – | – | 0.01% | 335 |
|
|
2017
Q4 | $13K | Sell |
103
-20
| -16% | -$2.52K | 0.01% | 327 |
|
|
2017
Q3 | $14K | Hold |
123
| – | – | 0.01% | 331 |
|
|
2017
Q2 | $14K | Hold |
123
| – | – | 0.01% | 324 |
|
|
2017
Q1 | $13K | Buy |
123
+103
| +515% | +$10.9K | 0.01% | 333 |
|
|
2016
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 427 |
|