PWAG
Polaris Wealth Advisory Group’s Vanguard Consumer Staples ETF VDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11
| Closed | -$1K | – | 544 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 246 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 453 |
|
|
2017
Q4 | – | Sell |
-3,164
| Closed | -$438K | – | 164 |
|
|
2017
Q3 | $438K | Sell |
3,164
-735
| -19% | -$102K | 0.04% | 108 |
|
|
2017
Q2 | $550K | Buy |
+3,899
| New | +$550K | 0.06% | 86 |
|