GWA
Guidant Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $45K | Sell |
428
-99
| -19% | -$10.4K | 0.02% | 181 |
|
2019
Q2 | $55K | Sell |
527
-698
| -57% | -$72.8K | 0.02% | 171 |
|
2019
Q1 | $128K | Buy |
1,225
+658
| +116% | +$68.8K | 0.05% | 130 |
|
2018
Q4 | $52K | Sell |
567
-790
| -58% | -$72.5K | 0.02% | 126 |
|
2018
Q3 | $158K | Hold |
1,357
| – | – | 0.07% | 45 |
|
2018
Q2 | $158K | Sell |
1,357
-64
| -5% | -$7.45K | 0.07% | 45 |
|
2018
Q1 | $150K | Hold |
1,421
| – | – | 0.07% | 44 |
|
2017
Q4 | $159K | Buy |
1,421
+86
| +6% | +$9.62K | 0.07% | 45 |
|
2017
Q3 | $144K | Hold |
1,335
| – | – | 0.1% | 43 |
|
2017
Q2 | $136K | Sell |
1,335
-26
| -2% | -$2.65K | 0.07% | 74 |
|
2017
Q1 | $136K | Hold |
1,361
| – | – | 0.07% | 77 |
|
2016
Q4 | $141K | Hold |
1,361
| – | – | 0.08% | 75 |
|
2016
Q3 | $122K | Buy |
+1,361
| New | +$122K | 0.08% | 73 |
|