APWA
Atlas Private Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-240
| Closed | -$48K | – | 709 |
|
2021
Q3 | $48K | Hold |
240
| – | – | 0.03% | 239 |
|
2021
Q2 | $48K | Sell |
240
-110
| -31% | -$22K | 0.03% | 235 |
|
2021
Q1 | $65K | Buy |
350
+110
| +46% | +$20.4K | 0.04% | 209 |
|
2020
Q4 | $42K | Hold |
240
| – | – | 0.03% | 242 |
|
2020
Q3 | $38K | Hold |
240
| – | – | 0.03% | 234 |
|
2020
Q2 | $34K | Buy |
+240
| New | +$34K | 0.03% | 253 |
|