LWM
LBA Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $68K | Sell |
552
-75
| -12% | -$9.24K | 0.04% | 177 |
|
|
2016
Q4 | $75K | Buy |
+627
| New | +$75K | 0.04% | 164 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$5K | – | 478 |
|
|
2016
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 353 |
|
|
2015
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 344 |
|
|
2015
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 289 |
|
|
2015
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 274 |
|
|
2015
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 271 |
|
|
2014
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 258 |
|
|
2014
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 343 |
|