MWM
Mission Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,402
| Closed | -$257K | – | 242 |
|
|
2017
Q3 | $257K | Hold |
2,402
| – | – | 0.05% | 157 |
|
|
2017
Q2 | $246K | Hold |
2,402
| – | – | 0.05% | 162 |
|
|
2017
Q1 | $240K | Hold |
2,402
| – | – | 0.05% | 159 |
|
|
2016
Q4 | $230K | Hold |
2,402
| – | – | 0.05% | 156 |
|
|
2016
Q3 | $219K | Hold |
2,402
| – | – | 0.05% | 151 |
|
|
2016
Q2 | $205K | Buy |
+2,402
| New | +$205K | 0.05% | 150 |
|
|
2016
Q1 | – | Sell |
-2,402
| Closed | -$201K | – | 169 |
|
|
2015
Q4 | $201K | Sell |
2,402
-750
| -24% | -$62.8K | 0.06% | 135 |
|
|
2015
Q3 | $257K | Hold |
3,152
| – | – | 0.08% | 107 |
|
|
2015
Q2 | $291K | Buy |
+3,152
| New | +$291K | 0.1% | 100 |
|