VWM
Vector Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $324K | Sell |
419
-17
| -4% | -$13.1K | 0.23% | 60 |
|
2016
Q3 | $338K | Sell |
436
-12
| -3% | -$9.3K | 0.23% | 56 |
|
2016
Q2 | $310K | Buy |
448
+34
| +8% | +$23.5K | 0.21% | 59 |
|
2016
Q1 | $308K | Sell |
414
-32
| -7% | -$23.8K | 0.23% | 57 |
|
2015
Q4 | $338K | Sell |
446
-11
| -2% | -$8.34K | 0.26% | 50 |
|
2015
Q3 | $339K | Sell |
457
-1
| -0.2% | -$742 | 0.27% | 50 |
|
2015
Q2 | $238K | Buy |
458
+65
| +17% | +$33.8K | 0.19% | 67 |
|
2015
Q1 | $216K | Buy |
+393
| New | +$216K | 0.18% | 73 |
|
2014
Q4 | – | Sell |
-1,949
| Closed | -$1.14M | – | 73 |
|
2014
Q3 | $1.14M | Sell |
1,949
-108
| -5% | -$63K | 0.84% | 10 |
|
2014
Q2 | $1.19M | Buy |
2,057
+727
| +55% | +$421K | 0.88% | 10 |
|
2014
Q1 | $1.48M | Buy |
1,330
+60
| +5% | +$66.9K | 1.07% | 10 |
|
2013
Q4 | $1.42M | Sell |
1,270
-106
| -8% | -$119K | 1.01% | 11 |
|
2013
Q3 | $1.21M | Sell |
1,376
-9
| -0.6% | -$7.88K | 0.88% | 11 |
|
2013
Q2 | $1.22M | Buy |
+1,385
| New | +$1.22M | 0.89% | 12 |
|