VWM
Vector Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.02M | Sell |
18,564
-181
| -1% | -$9.97K | 0.72% | 22 |
|
|
2016
Q3 | $830K | Sell |
18,745
-64
| -0.3% | -$2.83K | 0.57% | 24 |
|
|
2016
Q2 | $890K | Sell |
18,809
-359
| -2% | -$17K | 0.61% | 24 |
|
|
2016
Q1 | $927K | Sell |
19,168
-20
| -0.1% | -$967 | 0.69% | 21 |
|
|
2015
Q4 | $1.04M | Buy |
19,188
+190
| +1% | +$10.3K | 0.81% | 20 |
|
|
2015
Q3 | $1.05M | Sell |
18,998
-425
| -2% | -$23.4K | 0.82% | 21 |
|
|
2015
Q2 | $1.09M | Buy |
19,423
+707
| +4% | +$39.7K | 0.86% | 15 |
|
|
2015
Q1 | $1.02M | Buy |
18,716
+343
| +2% | +$18.7K | 0.83% | 13 |
|
|
2014
Q4 | $1.01M | Sell |
18,373
-1,517
| -8% | -$83.1K | 0.76% | 11 |
|
|
2014
Q3 | $1.03M | Buy |
19,890
+2,191
| +12% | +$114K | 0.76% | 12 |
|
|
2014
Q2 | $930K | Sell |
17,699
-963
| -5% | -$50.6K | 0.68% | 13 |
|
|
2014
Q1 | $928K | Sell |
18,662
-24,571
| -57% | -$1.22M | 0.67% | 12 |
|
|
2013
Q4 | $1.96M | Sell |
43,233
-2,348
| -5% | -$107K | 1.39% | 10 |
|
|
2013
Q3 | $1.88M | Sell |
45,581
-1,554
| -3% | -$64.2K | 1.37% | 10 |
|
|
2013
Q2 | $1.95M | Buy |
+47,135
| New | +$1.95M | 1.43% | 11 |
|