Archford Capital Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-173
| Closed | -$19K | – | 620 |
|
|
2017
Q1 | $19K | Hold |
173
| – | – | 0.01% | 379 |
|
|
2016
Q4 | $17K | Hold |
173
| – | – | 0.01% | 338 |
|
|
2016
Q3 | $17K | Hold |
173
| – | – | 0.01% | 338 |
|
|
2016
Q2 | $17K | Buy |
+173
| New | +$17K | 0.01% | 343 |
|
|
2016
Q1 | – | Sell |
-1,824
| Closed | -$171K | – | 604 |
|
|
2015
Q4 | $171K | Buy |
1,824
+173
| +10% | +$16.2K | 0.08% | 179 |
|
|
2015
Q3 | $145K | Buy |
+1,651
| New | +$145K | 0.11% | 130 |
|