VWM
Vector Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $608K | Buy |
8,414
+79
| +0.9% | +$5.71K | 0.43% | 34 |
|
|
2016
Q3 | $572K | Sell |
8,335
-104
| -1% | -$7.14K | 0.39% | 36 |
|
|
2016
Q2 | $589K | Sell |
8,439
-142
| -2% | -$9.91K | 0.4% | 36 |
|
|
2016
Q1 | $706K | Buy |
8,581
+5
| +0.1% | +$411 | 0.52% | 28 |
|
|
2015
Q4 | $623K | Buy |
8,576
+6
| +0.1% | +$436 | 0.49% | 30 |
|
|
2015
Q3 | $622K | Sell |
8,570
-355
| -4% | -$25.8K | 0.49% | 30 |
|
|
2015
Q2 | $729K | Sell |
8,925
-99
| -1% | -$8.09K | 0.58% | 23 |
|
|
2015
Q1 | $741K | Sell |
9,024
-785
| -8% | -$64.5K | 0.6% | 19 |
|
|
2014
Q4 | $744K | Sell |
9,809
-1,245
| -11% | -$94.4K | 0.56% | 16 |
|
|
2014
Q3 | $693K | Sell |
11,054
-404
| -4% | -$25.3K | 0.51% | 19 |
|
|
2014
Q2 | $664K | Buy |
11,458
+910
| +9% | +$52.7K | 0.49% | 20 |
|
|
2014
Q1 | $638K | Buy |
10,548
+208
| +2% | +$12.6K | 0.46% | 19 |
|
|
2013
Q4 | $654K | Sell |
10,340
-2,090
| -17% | -$132K | 0.46% | 19 |
|
|
2013
Q3 | $795K | Buy |
12,430
+7
| +0.1% | +$448 | 0.58% | 16 |
|
|
2013
Q2 | $855K | Buy |
+12,423
| New | +$855K | 0.63% | 15 |
|