Northwest Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57
| Closed | -$7K | – | 465 |
|
|
2019
Q1 | $7K | Hold |
57
| – | – | 0.01% | 382 |
|
|
2018
Q4 | $7K | Hold |
57
| – | – | 0.01% | 364 |
|
|
2018
Q3 | $8K | Hold |
57
| – | – | 0.01% | 380 |
|
|
2018
Q2 | $7K | Sell |
57
-273
| -83% | -$33.5K | 0.01% | 382 |
|
|
2018
Q1 | $40K | Buy |
+330
| New | +$40K | 0.03% | 237 |
|