FAM
Formidable Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-2,770
| Closed | -$304K | – | 191 |
|
2017
Q1 | $304K | Sell |
2,770
-30
| -1% | -$3.29K | 0.13% | 141 |
|
2016
Q4 | $287K | Buy |
2,800
+45
| +2% | +$4.61K | 0.15% | 136 |
|
2016
Q3 | $273K | Sell |
2,755
-30
| -1% | -$2.97K | 0.14% | 138 |
|
2016
Q2 | $277K | Sell |
2,785
-35
| -1% | -$3.48K | 0.15% | 130 |
|
2016
Q1 | $269K | Hold |
2,820
| – | – | 0.19% | 108 |
|
2015
Q4 | $256K | Buy |
+2,820
| New | +$256K | 0.18% | 120 |
|