VCS
Vaughan & Co Securities’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,253
| Closed | -$372K | – | 51 |
|
|
2022
Q2 | $372K | Hold |
15,253
| – | – | 0.3% | 45 |
|
|
2022
Q1 | $394K | Sell |
15,253
-500
| -3% | -$12.9K | 0.27% | 45 |
|
|
2021
Q4 | $346K | Sell |
15,753
-458
| -3% | -$10.1K | 0.23% | 48 |
|
|
2021
Q3 | $351K | Hold |
16,211
| – | – | 0.26% | 47 |
|
|
2021
Q2 | $391K | Hold |
16,211
| – | – | 0.29% | 45 |
|
|
2021
Q1 | $357K | Sell |
16,211
-6,647
| -29% | -$146K | 0.29% | 45 |
|
|
2020
Q4 | $447K | Sell |
22,858
-1,512
| -6% | -$29.6K | 0.4% | 31 |
|
|
2020
Q3 | $385K | Hold |
24,370
| – | – | 0.4% | 35 |
|
|
2020
Q2 | $443K | Hold |
24,370
| – | – | 0.49% | 32 |
|
|
2020
Q1 | $348K | Sell |
24,370
-151
| -0.6% | -$2.16K | 0.44% | 36 |
|
|
2019
Q4 | $691K | Buy |
+24,521
| New | +$691K | 0.62% | 18 |
|