VWM
Vector Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.66M | Buy |
122,846
+30,850
| +34% | +$1.67M | 4.67% | 6 |
|
|
2016
Q3 | $4.81M | Buy |
91,996
+50,422
| +121% | +$2.64M | 3.3% | 10 |
|
|
2016
Q2 | $2.09M | Buy |
+41,574
| New | +$2.09M | 1.42% | 14 |
|
|
2013
Q4 | – | Sell |
-13,795
| Closed | -$567K | – | 63 |
|
|
2013
Q3 | $567K | Buy |
13,795
+3,687
| +36% | +$152K | 0.41% | 26 |
|
|
2013
Q2 | $393K | Buy |
+10,108
| New | +$393K | 0.29% | 33 |
|