WA
WFG Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.89M | Buy |
20,292
+4,410
| +28% | +$629K | 0.65% | 31 |
|
|
2017
Q1 | $2.21M | Buy |
15,882
+7,520
| +90% | +$1.05M | 0.59% | 36 |
|
|
2016
Q4 | $1.1M | Sell |
8,362
-293
| -3% | -$38.6K | 0.27% | 97 |
|
|
2016
Q3 | $1.12M | Buy |
8,655
+615
| +8% | +$79.6K | 0.28% | 93 |
|
|
2016
Q2 | $994K | Buy |
8,040
+688
| +9% | +$85.1K | 0.27% | 97 |
|
|
2016
Q1 | $891K | Buy |
7,352
+870
| +13% | +$105K | 0.26% | 94 |
|
|
2015
Q4 | $779K | Buy |
6,482
+1,699
| +36% | +$204K | 0.23% | 106 |
|
|
2015
Q3 | $558K | Buy |
4,783
+1,438
| +43% | +$168K | 0.17% | 136 |
|
|
2015
Q2 | $426K | Buy |
3,345
+950
| +40% | +$121K | 0.12% | 191 |
|
|
2015
Q1 | $318K | Sell |
2,395
-2,119
| -47% | -$281K | 0.09% | 241 |
|
|
2014
Q4 | $558K | Sell |
4,514
-1,234
| -21% | -$153K | 0.11% | 201 |
|
|
2014
Q3 | $674K | Buy |
5,748
+445
| +8% | +$52.2K | 0.13% | 196 |
|
|
2014
Q2 | $629K | Sell |
5,303
-55
| -1% | -$6.52K | 0.12% | 206 |
|
|
2014
Q1 | $609K | Buy |
5,358
+3,665
| +216% | +$417K | 0.12% | 202 |
|
|
2013
Q4 | $186K | Buy |
1,693
+1,561
| +1,183% | +$171K | 0.03% | 538 |
|
|
2013
Q3 | $14K | Sell |
132
-971
| -88% | -$103K | ﹤0.01% | 1413 |
|
|
2013
Q2 | $105K | Buy |
+1,103
| New | +$105K | 0.02% | 653 |
|