VWM
Vector Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $749K | Sell |
8,909
-427
| -5% | -$35.9K | 0.53% | 31 |
|
|
2016
Q3 | $838K | Buy |
9,336
+14
| +0.2% | +$1.26K | 0.57% | 22 |
|
|
2016
Q2 | $790K | Buy |
9,322
+226
| +2% | +$19.2K | 0.54% | 26 |
|
|
2016
Q1 | $749K | Buy |
9,096
+664
| +8% | +$54.7K | 0.55% | 26 |
|
|
2015
Q4 | $670K | Sell |
8,432
-130
| -2% | -$10.3K | 0.52% | 27 |
|
|
2015
Q3 | $641K | Sell |
8,562
-1,208
| -12% | -$90.4K | 0.5% | 28 |
|
|
2015
Q2 | $764K | Buy |
9,770
+152
| +2% | +$11.9K | 0.6% | 21 |
|
|
2015
Q1 | $788K | Buy |
9,618
+2,169
| +29% | +$178K | 0.64% | 17 |
|
|
2014
Q4 | $679K | Buy |
7,449
+527
| +8% | +$48K | 0.51% | 17 |
|
|
2014
Q3 | $580K | Sell |
6,922
-37
| -0.5% | -$3.1K | 0.43% | 24 |
|
|
2014
Q2 | $547K | Buy |
6,959
+84
| +1% | +$6.6K | 0.4% | 24 |
|
|
2014
Q1 | $554K | Sell |
6,875
-1,597
| -19% | -$129K | 0.4% | 22 |
|
|
2013
Q4 | $690K | Sell |
8,472
-79
| -0.9% | -$6.43K | 0.49% | 17 |
|
|
2013
Q3 | $646K | Sell |
8,551
-113
| -1% | -$8.54K | 0.47% | 20 |
|
|
2013
Q2 | $667K | Buy |
+8,664
| New | +$667K | 0.49% | 20 |
|