WFG Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $30K | Buy |
455
+408
| +868% | +$26.9K | 0.01% | 847 |
|
2017
Q1 | $3K | Sell |
47
-408
| -90% | -$26K | ﹤0.01% | 1296 |
|
2016
Q4 | $26K | Hold |
455
| – | – | 0.01% | 876 |
|
2016
Q3 | $28K | Hold |
455
| – | – | 0.01% | 861 |
|
2016
Q2 | $25K | Hold |
455
| – | – | 0.01% | 870 |
|
2016
Q1 | $25K | Buy |
455
+26
| +6% | +$1.43K | 0.01% | 834 |
|
2015
Q4 | $24K | Buy |
429
+29
| +7% | +$1.62K | 0.01% | 848 |
|
2015
Q3 | $21K | Hold |
400
| – | – | 0.01% | 874 |
|
2015
Q2 | $24K | Sell |
400
-974
| -71% | -$58.4K | 0.01% | 928 |
|
2015
Q1 | $84K | Sell |
1,374
-77
| -5% | -$4.71K | 0.02% | 584 |
|
2014
Q4 | $83K | Buy |
1,451
+20
| +1% | +$1.14K | 0.02% | 699 |
|
2014
Q3 | $85K | Hold |
1,431
| – | – | 0.02% | 722 |
|
2014
Q2 | $89K | Buy |
1,431
+400
| +39% | +$24.9K | 0.02% | 699 |
|
2014
Q1 | $61K | Sell |
1,031
-7,202
| -87% | -$426K | 0.01% | 833 |
|
2013
Q4 | $505K | Sell |
8,233
-612
| -7% | -$37.5K | 0.07% | 309 |
|
2013
Q3 | $537K | Buy |
8,845
+5,496
| +164% | +$334K | 0.08% | 271 |
|
2013
Q2 | $187K | Buy |
+3,349
| New | +$187K | 0.03% | 475 |
|