VWM
Vector Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $4.4M | Sell |
37,971
-540
| -1% | -$62.5K | 3.09% | 9 |
|
|
2016
Q3 | $4.35M | Sell |
38,511
-1,361
| -3% | -$154K | 2.98% | 11 |
|
|
2016
Q2 | $3.81M | Sell |
39,872
-16,229
| -29% | -$1.55M | 2.6% | 11 |
|
|
2016
Q1 | $6.12M | Sell |
56,101
-5,357
| -9% | -$584K | 4.53% | 7 |
|
|
2015
Q4 | $6.47M | Buy |
61,458
+274
| +0.4% | +$28.8K | 5.04% | 6 |
|
|
2015
Q3 | $7.24M | Sell |
61,184
-1,022
| -2% | -$121K | 5.7% | 5 |
|
|
2015
Q2 | $7.8M | Buy |
62,206
+1,547
| +3% | +$194K | 6.16% | 7 |
|
|
2015
Q1 | $7.55M | Sell |
60,659
-674
| -1% | -$83.9K | 6.13% | 7 |
|
|
2014
Q4 | $6.77M | Buy |
61,333
+939
| +2% | +$104K | 5.09% | 8 |
|
|
2014
Q3 | $6.08M | Sell |
60,394
-41
| -0.1% | -$4.13K | 4.49% | 8 |
|
|
2014
Q2 | $5.62M | Buy |
60,435
+51,824
| +602% | +$4.82M | 4.13% | 8 |
|
|
2014
Q1 | $4.62M | Sell |
8,611
-348
| -4% | -$187K | 3.34% | 8 |
|
|
2013
Q4 | $5.03M | Buy |
8,959
+101
| +1% | +$56.7K | 3.55% | 8 |
|
|
2013
Q3 | $4.22M | Sell |
8,858
-526
| -6% | -$251K | 3.08% | 8 |
|
|
2013
Q2 | $3.72M | Buy |
+9,384
| New | +$3.72M | 2.73% | 9 |
|