TVWM
Tower View Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-575
| Closed | -$85K | – | 143 |
|
|
2019
Q4 | $85K | Buy |
575
+3
| +0.5% | +$443 | 0.06% | 77 |
|
|
2019
Q3 | $78K | Buy |
572
+3
| +0.5% | +$409 | 0.06% | 75 |
|
|
2019
Q2 | $77K | Buy |
569
+2
| +0.4% | +$271 | 0.07% | 72 |
|
|
2019
Q1 | $74K | Hold |
567
| – | – | 0.07% | 72 |
|
|
2018
Q4 | $65K | Buy |
567
+4
| +0.7% | +$459 | 0.07% | 70 |
|
|
2018
Q3 | $75K | Buy |
563
+221
| +65% | +$29.4K | 0.07% | 81 |
|
|
2018
Q2 | $43K | Buy |
342
+2
| +0.6% | +$251 | 0.04% | 92 |
|
|
2018
Q1 | $41K | Sell |
340
-99
| -23% | -$11.9K | 0.04% | 93 |
|
|
2017
Q4 | $54K | Buy |
+439
| New | +$54K | 0.05% | 87 |
|