GWA
Guidant Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$80K | – | 263 |
|
|
2019
Q1 | $80K | Hold |
500
| – | – | 0.03% | 154 |
|
|
2018
Q4 | $69K | Buy |
+500
| New | +$69K | 0.03% | 110 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$71K | – | 233 |
|
|
2017
Q2 | $71K | Hold |
500
| – | – | 0.04% | 96 |
|
|
2017
Q1 | $68K | Sell |
500
-1,325
| -73% | -$180K | 0.04% | 100 |
|
|
2016
Q4 | $245K | Buy |
1,825
+1,325
| +265% | +$178K | 0.14% | 62 |
|
|
2016
Q3 | $64K | Buy |
+500
| New | +$64K | 0.04% | 89 |
|