SPWA
SteelBridge Private Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-19,180
| Closed | -$2.13M | – | 68 |
|
|
2017
Q2 | $2.13M | Hold |
19,180
| – | – | 2.99% | 8 |
|
|
2017
Q1 | $2.07M | Hold |
19,180
| – | – | 3.14% | 8 |
|
|
2016
Q4 | $2M | Buy |
19,180
+10,880
| +131% | +$1.14M | 3.16% | 7 |
|
|
2016
Q3 | $823K | Hold |
8,300
| – | – | 2.39% | 8 |
|
|
2016
Q2 | $823K | Sell |
8,300
-7,730
| -48% | -$766K | 2.49% | 8 |
|
|
2016
Q1 | $1.51M | Buy |
+16,030
| New | +$1.51M | 3.06% | 7 |
|