WFG Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-76
| Closed | -$8K | – | 1673 |
|
|
2017
Q1 | $8K | Hold |
76
| – | – | ﹤0.01% | 1134 |
|
|
2016
Q4 | $8K | Hold |
76
| – | – | ﹤0.01% | 1176 |
|
|
2016
Q3 | $8K | Hold |
76
| – | – | ﹤0.01% | 1191 |
|
|
2016
Q2 | $7K | Sell |
76
-136
| -64% | -$12.5K | ﹤0.01% | 1181 |
|
|
2016
Q1 | $20K | Buy |
212
+53
| +33% | +$5K | 0.01% | 896 |
|
|
2015
Q4 | $15K | Buy |
159
+83
| +109% | +$7.83K | ﹤0.01% | 976 |
|
|
2015
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 1196 |
|
|
2015
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 1274 |
|
|
2015
Q1 | $7K | Hold |
76
| – | – | ﹤0.01% | 1289 |
|
|
2014
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 1566 |
|
|
2014
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 1578 |
|
|
2014
Q2 | $7K | Hold |
76
| – | – | ﹤0.01% | 1573 |
|
|
2014
Q1 | $7K | Hold |
76
| – | – | ﹤0.01% | 1550 |
|
|
2013
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 1723 |
|
|
2013
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 1688 |
|
|
2013
Q2 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 1621 |
|