VWM
Vector Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $499K | Sell |
8,477
-6
| -0.1% | -$353 | 0.35% | 39 |
|
|
2016
Q3 | $530K | Buy |
8,483
+495
| +6% | +$30.9K | 0.36% | 39 |
|
|
2016
Q2 | $460K | Buy |
7,988
+882
| +12% | +$50.8K | 0.31% | 41 |
|
|
2016
Q1 | $376K | Buy |
7,106
+13
| +0.2% | +$688 | 0.28% | 43 |
|
|
2015
Q4 | $374K | Buy |
7,093
+125
| +2% | +$6.59K | 0.29% | 42 |
|
|
2015
Q3 | $369K | Sell |
6,968
-480
| -6% | -$25.4K | 0.29% | 46 |
|
|
2015
Q2 | $424K | Buy |
7,448
+541
| +8% | +$30.8K | 0.33% | 37 |
|
|
2015
Q1 | $397K | Buy |
6,907
+770
| +13% | +$44.3K | 0.32% | 32 |
|
|
2014
Q4 | $348K | Buy |
6,137
+659
| +12% | +$37.4K | 0.26% | 39 |
|
|
2014
Q3 | $325K | Buy |
5,478
+620
| +13% | +$36.8K | 0.24% | 37 |
|
|
2014
Q2 | $281K | Buy |
4,858
+99
| +2% | +$5.73K | 0.21% | 40 |
|
|
2014
Q1 | $270K | Sell |
4,759
-59
| -1% | -$3.35K | 0.2% | 38 |
|
|
2013
Q4 | $241K | Sell |
4,818
-112
| -2% | -$5.6K | 0.17% | 47 |
|
|
2013
Q3 | $234K | Sell |
4,930
-429
| -8% | -$20.4K | 0.17% | 54 |
|
|
2013
Q2 | $249K | Buy |
+5,359
| New | +$249K | 0.18% | 48 |
|