GWA
Guidant Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $752K | Buy |
10,045
+2
| +0% | +$150 | 0.28% | 56 |
|
|
2019
Q2 | $755K | Buy |
10,043
+79
| +0.8% | +$5.94K | 0.29% | 58 |
|
|
2019
Q1 | $729K | Sell |
9,964
-233
| -2% | -$17K | 0.28% | 62 |
|
|
2018
Q4 | $667K | Buy |
+10,197
| New | +$667K | 0.31% | 60 |
|
|
2017
Q3 | – | Sell |
-8,790
| Closed | -$593K | – | 235 |
|
|
2017
Q2 | $593K | Sell |
8,790
-311
| -3% | -$21K | 0.31% | 52 |
|
|
2017
Q1 | $591K | Sell |
9,101
-173
| -2% | -$11.2K | 0.31% | 53 |
|
|
2016
Q4 | $580K | Sell |
9,274
-607
| -6% | -$38K | 0.33% | 50 |
|
|
2016
Q3 | $598K | Buy |
+9,881
| New | +$598K | 0.37% | 52 |
|