LWM
LBA Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $220K | Sell |
3,640
-100
| -3% | -$6.04K | 0.12% | 102 |
|
|
2016
Q4 | $222K | Hold |
3,740
| – | – | 0.12% | 98 |
|
|
2016
Q3 | $185K | Buy |
3,740
+665
| +22% | +$32.9K | 0.1% | 115 |
|
|
2016
Q2 | $146K | Sell |
3,075
-550
| -15% | -$26.1K | 0.08% | 122 |
|
|
2016
Q1 | $168K | Sell |
3,625
-550
| -13% | -$25.5K | 0.1% | 114 |
|
|
2015
Q4 | $202K | Hold |
4,175
| – | – | 0.12% | 115 |
|
|
2015
Q3 | $193K | Buy |
4,175
+1,275
| +44% | +$58.9K | 0.12% | 109 |
|
|
2015
Q2 | $144K | Hold |
2,900
| – | – | 0.09% | 114 |
|
|
2015
Q1 | $143K | Buy |
2,900
+400
| +16% | +$19.7K | 0.09% | 112 |
|
|
2014
Q4 | $124K | Buy |
2,500
+1,300
| +108% | +$64.5K | 0.08% | 129 |
|
|
2014
Q3 | $56K | Hold |
1,200
| – | – | 0.04% | 165 |
|
|
2014
Q2 | $56K | Buy |
1,200
+50
| +4% | +$2.33K | 0.05% | 159 |
|
|
2014
Q1 | $52K | Hold |
1,150
| – | – | 0.04% | 154 |
|
|
2013
Q4 | $51K | Buy |
+1,150
| New | +$51K | 0.04% | 154 |
|