VWM
Vector Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $450K | Buy |
8,439
+1,732
| +26% | +$92.4K | 0.32% | 45 |
|
|
2016
Q3 | $348K | Hold |
6,707
| – | – | 0.24% | 55 |
|
|
2016
Q2 | $374K | Buy |
6,707
+253
| +4% | +$14.1K | 0.25% | 51 |
|
|
2016
Q1 | $349K | Sell |
6,454
-17
| -0.3% | -$919 | 0.26% | 46 |
|
|
2015
Q4 | $300K | Sell |
6,471
-200
| -3% | -$9.27K | 0.23% | 58 |
|
|
2015
Q3 | $303K | Buy |
6,671
+593
| +10% | +$26.9K | 0.24% | 56 |
|
|
2015
Q2 | $283K | Buy |
6,078
+205
| +3% | +$9.55K | 0.22% | 56 |
|
|
2015
Q1 | $286K | Buy |
5,873
+282
| +5% | +$13.7K | 0.23% | 54 |
|
|
2014
Q4 | $262K | Buy |
5,591
+223
| +4% | +$10.5K | 0.2% | 56 |
|
|
2014
Q3 | $268K | Buy |
5,368
+97
| +2% | +$4.84K | 0.2% | 48 |
|
|
2014
Q2 | $258K | Sell |
5,271
-117
| -2% | -$5.73K | 0.19% | 45 |
|
|
2014
Q1 | $257K | Sell |
5,388
-1,562
| -22% | -$74.5K | 0.19% | 40 |
|
|
2013
Q4 | $341K | Buy |
6,950
+10
| +0.1% | +$491 | 0.24% | 33 |
|
|
2013
Q3 | $324K | Sell |
6,940
-415
| -6% | -$19.4K | 0.24% | 40 |
|
|
2013
Q2 | $370K | Buy |
+7,355
| New | +$370K | 0.27% | 34 |
|