VWM
Vector Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $306K | Buy |
5,967
+240
| +4% | +$12.3K | 0.21% | 64 |
|
|
2016
Q3 | $246K | Hold |
5,727
| – | – | 0.17% | 71 |
|
|
2016
Q2 | $231K | Sell |
5,727
-300
| -5% | -$12.1K | 0.16% | 71 |
|
|
2016
Q1 | $244K | Buy |
6,027
+103
| +2% | +$4.17K | 0.18% | 69 |
|
|
2015
Q4 | $253K | Buy |
5,924
+74
| +1% | +$3.16K | 0.2% | 66 |
|
|
2015
Q3 | $257K | Buy |
5,850
+99
| +2% | +$4.35K | 0.2% | 63 |
|
|
2015
Q2 | $250K | Sell |
5,751
-474
| -8% | -$20.6K | 0.2% | 63 |
|
|
2015
Q1 | $272K | Sell |
6,225
-174
| -3% | -$7.6K | 0.22% | 58 |
|
|
2014
Q4 | $288K | Sell |
6,399
-446
| -7% | -$20.1K | 0.22% | 50 |
|
|
2014
Q3 | $286K | Buy |
6,845
+1,544
| +29% | +$64.5K | 0.21% | 41 |
|
|
2014
Q2 | $230K | Hold |
5,301
| – | – | 0.17% | 51 |
|
|
2014
Q1 | $227K | Buy |
5,301
+100
| +2% | +$4.28K | 0.16% | 46 |
|
|
2013
Q4 | $210K | Buy |
+5,201
| New | +$210K | 0.15% | 53 |
|