EIM
Emerson Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $216K | Hold |
2,300
| – | – | 0.04% | 127 |
|
2015
Q4 | $215K | Hold |
2,300
| – | – | 0.04% | 125 |
|
2015
Q3 | $203K | Hold |
2,300
| – | – | 0.04% | 127 |
|
2015
Q2 | $218K | Sell |
2,300
-200
| -8% | -$19K | 0.04% | 135 |
|
2015
Q1 | $238K | Hold |
2,500
| – | – | 0.04% | 133 |
|
2014
Q4 | $236K | Hold |
2,500
| – | – | 0.05% | 137 |
|
2014
Q3 | $226K | Hold |
2,500
| – | – | 0.04% | 144 |
|
2014
Q2 | $225K | Hold |
2,500
| – | – | 0.04% | 143 |
|
2014
Q1 | $215K | Hold |
2,500
| – | – | 0.04% | 138 |
|
2013
Q4 | $212K | Buy |
+2,500
| New | +$212K | 0.04% | 135 |
|