GWA
Guidant Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.14M | Sell |
52,773
-6,385
| -11% | -$743K | 2.28% | 14 |
|
|
2019
Q2 | $7.02M | Sell |
59,158
-6,953
| -11% | -$824K | 2.71% | 12 |
|
|
2019
Q1 | $7.63M | Sell |
66,111
-10,962
| -14% | -$1.27M | 2.97% | 11 |
|
|
2018
Q4 | $7.69M | Sell |
77,073
-15,722
| -17% | -$1.57M | 3.59% | 6 |
|
|
2018
Q3 | $11.3M | Sell |
92,795
-4,410
| -5% | -$536K | 4.71% | 8 |
|
|
2018
Q2 | $11.5M | Sell |
97,205
-375
| -0.4% | -$44.4K | 5.01% | 8 |
|
|
2018
Q1 | $10.6M | Buy |
97,580
+9,019
| +10% | +$982K | 4.81% | 6 |
|
|
2017
Q4 | $10.1M | Buy |
88,561
+3,006
| +4% | +$343K | 4.52% | 8 |
|
|
2017
Q3 | $9.26M | Buy |
85,555
+4,268
| +5% | +$462K | 6.57% | 4 |
|
|
2017
Q2 | $8.28M | Buy |
81,287
+4,592
| +6% | +$468K | 4.27% | 4 |
|
|
2017
Q1 | $7.53M | Buy |
76,695
+16,002
| +26% | +$1.57M | 3.95% | 5 |
|
|
2016
Q4 | $5.93M | Buy |
60,693
+21,409
| +54% | +$2.09M | 3.36% | 8 |
|
|
2016
Q3 | $3.56M | Buy |
+39,284
| New | +$3.56M | 2.19% | 15 |
|