VWM
Vector Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $309K | Sell |
2,293
-991
| -30% | -$134K | 0.22% | 62 |
|
|
2016
Q3 | $408K | Hold |
3,284
| – | – | 0.28% | 46 |
|
|
2016
Q2 | $378K | Buy |
3,284
+203
| +7% | +$23.4K | 0.26% | 50 |
|
|
2016
Q1 | $341K | Sell |
3,081
-205
| -6% | -$22.7K | 0.25% | 49 |
|
|
2015
Q4 | $370K | Hold |
3,286
| – | – | 0.29% | 43 |
|
|
2015
Q3 | $391K | Buy |
3,286
+411
| +14% | +$48.9K | 0.31% | 40 |
|
|
2015
Q2 | $359K | Buy |
2,875
+497
| +21% | +$62.1K | 0.28% | 45 |
|
|
2015
Q1 | $296K | Sell |
2,378
-53
| -2% | -$6.6K | 0.24% | 50 |
|
|
2014
Q4 | $291K | Buy |
+2,431
| New | +$291K | 0.22% | 49 |
|
|
2013
Q4 | – | Sell |
-1,882
| Closed | -$201K | – | 61 |
|
|
2013
Q3 | $201K | Buy |
+1,882
| New | +$201K | 0.15% | 58 |
|