NWS
Newport Wealth Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,915
| Closed | -$238K | – | 70 |
|
|
2018
Q3 | $238K | Sell |
1,915
-260
| -12% | -$32.3K | 0.3% | 61 |
|
|
2018
Q2 | $271K | Sell |
2,175
-150
| -6% | -$18.7K | 0.31% | 64 |
|
|
2018
Q1 | $282K | Hold |
2,325
| – | – | 0.22% | 74 |
|
|
2017
Q4 | $301K | Buy |
+2,325
| New | +$301K | 0.22% | 78 |
|