PAM
Peak Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,637
| Closed | -$490K | – | 128 |
|
|
2019
Q2 | $490K | Buy |
3,637
+42
| +1% | +$5.66K | 0.16% | 77 |
|
|
2019
Q1 | $467K | Buy |
3,595
+64
| +2% | +$8.31K | 0.16% | 81 |
|
|
2018
Q4 | $406K | Buy |
3,531
+63
| +2% | +$7.24K | 0.15% | 84 |
|
|
2018
Q3 | $463K | Buy |
3,468
+18
| +0.5% | +$2.4K | 0.16% | 80 |
|
|
2018
Q2 | $430K | Buy |
+3,450
| New | +$430K | 0.16% | 81 |
|