SWMG
Signature Wealth Management Group’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,149
| Closed | -$271K | – | 85 |
|
|
2019
Q4 | $271K | Buy |
2,149
+62
| +3% | +$7.82K | 0.17% | 75 |
|
|
2019
Q3 | $243K | Buy |
2,087
+37
| +2% | +$4.31K | 0.16% | 74 |
|
|
2019
Q2 | $246K | Buy |
2,050
+164
| +9% | +$19.7K | 0.16% | 74 |
|
|
2019
Q1 | $218K | Buy |
+1,886
| New | +$218K | 0.15% | 72 |
|
|
2018
Q4 | – | Sell |
-1,614
| Closed | -$173K | – | 296 |
|
|
2018
Q3 | $173K | Sell |
1,614
-104
| -6% | -$11.1K | 0.13% | 71 |
|
|
2018
Q2 | $202K | Hold |
1,718
| – | – | 0.15% | 68 |
|
|
2018
Q1 | $192K | Buy |
1,718
+248
| +17% | +$27.7K | 0.15% | 67 |
|
|
2017
Q4 | $164K | Buy |
+1,470
| New | +$164K | 0.12% | 69 |
|