Creative Planning’s Vectren Corporation VVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,776
| Closed | -$776K | – | 1950 |
|
|
2018
Q4 | $776K | Sell |
10,776
-816
| -7% | -$58.8K | ﹤0.01% | 768 |
|
|
2018
Q3 | $829K | Sell |
11,592
-497
| -4% | -$35.5K | ﹤0.01% | 836 |
|
|
2018
Q2 | $864K | Buy |
12,089
+953
| +9% | +$68.1K | ﹤0.01% | 814 |
|
|
2018
Q1 | $712K | Buy |
11,136
+551
| +5% | +$35.2K | ﹤0.01% | 898 |
|
|
2017
Q4 | $688K | Buy |
10,585
+2,389
| +29% | +$155K | ﹤0.01% | 890 |
|
|
2017
Q3 | $539K | Buy |
8,196
+1,094
| +15% | +$71.9K | ﹤0.01% | 1006 |
|
|
2017
Q2 | $415K | Sell |
7,102
-899
| -11% | -$52.5K | ﹤0.01% | 1102 |
|
|
2017
Q1 | $469K | Sell |
8,001
-1,691
| -17% | -$99.1K | ﹤0.01% | 1013 |
|
|
2016
Q4 | $505K | Buy |
9,692
+2,219
| +30% | +$116K | ﹤0.01% | 914 |
|
|
2016
Q3 | $375K | Buy |
7,473
+1,750
| +31% | +$87.8K | ﹤0.01% | 1044 |
|
|
2016
Q2 | $301K | Buy |
5,723
+784
| +16% | +$41.2K | ﹤0.01% | 1043 |
|
|
2016
Q1 | $250K | Buy |
4,939
+100
| +2% | +$5.06K | ﹤0.01% | 1103 |
|
|
2015
Q4 | $205K | Sell |
4,839
-700
| -13% | -$29.7K | ﹤0.01% | 1177 |
|
|
2015
Q3 | $233K | Buy |
+5,539
| New | +$233K | ﹤0.01% | 1105 |
|
|
2015
Q2 | – | Sell |
-5,163
| Closed | -$228K | – | 3419 |
|
|
2015
Q1 | $228K | Buy |
5,163
+180
| +4% | +$7.95K | ﹤0.01% | 1116 |
|
|
2014
Q4 | $230K | Hold |
4,983
| – | – | ﹤0.01% | 1053 |
|
|
2014
Q3 | $199K | Sell |
4,983
-643
| -11% | -$25.7K | ﹤0.01% | 1055 |
|
|
2014
Q2 | $239K | Sell |
5,626
-127
| -2% | -$5.4K | ﹤0.01% | 939 |
|
|
2014
Q1 | $227K | Buy |
5,753
+2,924
| +103% | +$115K | ﹤0.01% | 939 |
|
|
2013
Q4 | $100K | Hold |
2,829
| – | – | ﹤0.01% | 1198 |
|
|
2013
Q3 | $94K | Sell |
2,829
-325
| -10% | -$10.8K | ﹤0.01% | 1154 |
|
|
2013
Q2 | $107K | Buy |
+3,154
| New | +$107K | ﹤0.01% | 950 |
|