WEALTHFRONT CORP historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 439 positions, added to 204, reduced 97 and sold out of 451.
- Q2 2014: Stock VIG; Country of operation —; Class Common; Shares before 0.
- Q2 2014: Stock SPY; Country of operation —; Class Common; Shares before 0.
- Q2 2014: Stock PROSHARES TR II; Country of operation —; Class Common; Shares before 0.
- Q2 2014: Stock MDY; Country of operation —; Class Common; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1524566), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2014 | VIG
VANGUARD SPECIA | | Common | 0 | 1,155,527 | +1,155,527 | $0 | $91,021,000 | +$91,021,000 | 2014-07-24 |
|---|
| Q2 2014 | SPY
SPDR S&P 500 ET | | Common | 0 | 610 | +610 | $0 | $121,000 | +$121,000 | 2014-07-24 |
|---|
| Q2 2014 | PROSHARES TR II
CUSIP 74347W627 | | Common | 0 | 400 | +400 | $0 | $37,000 | +$37,000 | 2014-07-24 |
|---|
| Q2 2014 | MDY
STANDARD & POOR | | Common | 0 | 115 | +115 | $0 | $30,000 | +$30,000 | 2014-07-24 |
|---|
| Q2 2014 | IJR
ISHARES CORE S& | | Common | 0 | 108 | +108 | $0 | $12,000 | +$12,000 | 2014-07-24 |
|---|
| Q2 2014 | ISHARES MSCI JA
CUSIP 464286848 | | Common | 0 | 1,000 | +1,000 | $0 | $12,000 | +$12,000 | 2014-07-24 |
|---|
| Q2 2014 | XLE
SELECT SECTOR S | | Common | 0 | 100 | +100 | $0 | $10,000 | +$10,000 | 2014-07-24 |
|---|
| Q2 2014 | DXJ
WISDOMTREE JAPA | | Common | 0 | 200 | +200 | $0 | $10,000 | +$10,000 | 2014-07-24 |
|---|
| Q2 2014 | VGIT
VANGUARD SCOTTS | | Common | 0 | 126 | +126 | $0 | $8,000 | +$8,000 | 2014-07-24 |
|---|
| Q2 2014 | IJH
ISHARES CORE S& | | Common | 0 | 50 | +50 | $0 | $7,000 | +$7,000 | 2014-07-24 |
|---|
| Q2 2014 | DLS
WISDOMTREE TRUS | | Common | 0 | 100 | +100 | $0 | $7,000 | +$7,000 | 2014-07-24 |
|---|
| Q2 2014 | VBR
VANGUARD INDEX | | Common | 0 | 55 | +55 | $0 | $6,000 | +$6,000 | 2014-07-24 |
|---|
| Q2 2014 | VSS
VANGUARD INTL E | | Common | 0 | 40 | +40 | $0 | $5,000 | +$5,000 | 2014-07-24 |
|---|
| Q2 2014 | IBB
ISHARES NASDAQ | | Common | 0 | 15 | +15 | $0 | $4,000 | +$4,000 | 2014-07-24 |
|---|
| Q2 2014 | ALPS ETF TR ALE
CUSIP 00162Q866 | | Common | 0 | 150 | +150 | $0 | $3,000 | +$3,000 | 2014-07-24 |
|---|
| Q2 2014 | RQI
COHEN & STEERS | | Common | 0 | 300 | +300 | $0 | $3,000 | +$3,000 | 2014-07-24 |
|---|
| Q2 2014 | HYI
WESTERN ASSET H | | Common | 0 | 175 | +175 | $0 | $3,000 | +$3,000 | 2014-07-24 |
|---|
| Q2 2014 | GOVT
ISHARES CORE U | | Common | 0 | 85 | +85 | $0 | $2,000 | +$2,000 | 2014-07-24 |
|---|
| Q2 2014 | IXN
ISHARES GLOBAL | | Common | 0 | 25 | +25 | $0 | $2,000 | +$2,000 | 2014-07-24 |
|---|
| Q2 2014 | ISHARES MSCI TA
CUSIP 464286731 | | Common | 0 | 100 | +100 | $0 | $2,000 | +$2,000 | 2014-07-24 |
|---|
| Q2 2014 | VGLT
VANGUARD SCOTTS | | Common | 0 | 30 | +30 | $0 | $2,000 | +$2,000 | 2014-07-24 |
|---|
| Q2 2014 | VDC
VANGUARD SECTOR | | Common | 0 | 21 | +21 | $0 | $2,000 | +$2,000 | 2014-07-24 |
|---|
| Q2 2014 | ETB
EATON VANCE TAX | | Common | 0 | 55 | +55 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | ISHARES
CUSIP 464286384 | | Common | 0 | 14 | +14 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | IVV
ISHARES CORE S& | | Common | 0 | 6 | +6 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | IEV
ISHARES EUROPE | | Common | 0 | 16 | +16 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | EEMS
ISHARES INC MSC | | Common | 0 | 15 | +15 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | BKF
ISHARES MSCI BR | | Common | 0 | 13 | +13 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | SCZ
ISHARES MSCI EA | | Common | 0 | 14 | +14 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | EEM
ISHARES MSCI EM | | Common | 0 | 14 | +14 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | IVE
ISHARES S&P 500 | | Common | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | IJS
ISHARES S&P SMA | | Common | 0 | 8 | +8 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | TIP
ISHARES TIPS BO | | Common | 0 | 5 | +5 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | IEFA
ISHARES TR | | Common | 0 | 12 | +12 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | XPH
SPDR SER TR | | Common | 0 | 12 | +12 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | VCR
VANGUARD SECTOR | | Common | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2014-07-24 |
|---|
| Q2 2014 | SKYY
FIRST TRUST ISE | | Common | 0 | 5 | +5 | $0 | $0 | $0 | 2014-07-24 |
|---|
| Q2 2014 | IEF
ISHARES 7 TO 10 | | Common | 0 | 3 | +3 | $0 | $0 | $0 | 2014-07-24 |
|---|
| Q2 2014 | ILF
ISHARES LATIN A | | Common | 0 | 12 | +12 | $0 | $0 | $0 | 2014-07-24 |
|---|
| Q2 2014 | EWG
ISHARES MSCI GE | | Common | 0 | 3 | +3 | $0 | $0 | $0 | 2014-07-24 |
|---|
| Q2 2014 | XLF
SECTOR SPDR - F | | Common | 0 | 10 | +10 | $0 | $0 | $0 | 2014-07-24 |
|---|
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