VWM
Vigilare Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-695
| Closed | -$209K | – | 92 |
|
|
2024
Q1 | $209K | Sell |
695
-1,450
| -68% | -$437K | 0.1% | 89 |
|
|
2023
Q4 | $564K | Hold |
2,145
| – | – | 0.29% | 50 |
|
|
2023
Q3 | $435K | Sell |
2,145
-455
| -18% | -$92.3K | 0.28% | 44 |
|
|
2023
Q2 | $549K | Sell |
2,600
-508
| -16% | -$107K | 0.32% | 40 |
|
|
2023
Q1 | $621K | Sell |
3,108
-959
| -24% | -$192K | 0.35% | 40 |
|
|
2022
Q4 | $539K | Sell |
4,067
-1,245
| -23% | -$165K | 0.31% | 42 |
|
|
2022
Q3 | $764K | Sell |
5,312
-1,351
| -20% | -$194K | 0.99% | 26 |
|
|
2022
Q2 | $1.1M | Sell |
6,663
-451
| -6% | -$74.5K | 1.19% | 24 |
|
|
2022
Q1 | $1.51M | Sell |
7,114
-823
| -10% | -$175K | 1.24% | 22 |
|
|
2021
Q4 | $2.02M | Buy |
7,937
+169
| +2% | +$42.9K | 1.19% | 19 |
|
|
2021
Q3 | $2.11M | Buy |
7,768
+771
| +11% | +$209K | 1.3% | 17 |
|
|
2021
Q2 | $1.71M | Sell |
6,997
-26
| -0.4% | -$6.35K | 1.04% | 21 |
|
|
2021
Q1 | $1.49M | Buy |
7,023
+2,735
| +64% | +$579K | 1.06% | 26 |
|
|
2020
Q4 | $954K | Buy |
4,288
+512
| +14% | +$114K | 0.9% | 31 |
|
|
2020
Q3 | $949K | Sell |
3,776
-273
| -7% | -$68.6K | 0.99% | 29 |
|
|
2020
Q2 | $758K | Sell |
4,049
-200
| -5% | -$37.4K | 0.77% | 35 |
|
|
2020
Q1 | $612K | Buy |
4,249
+605
| +17% | +$87.1K | 0.73% | 37 |
|
|
2019
Q4 | $676K | Buy |
+3,644
| New | +$676K | 0.45% | 54 |
|