SWM
SVA Wealth Management’s VF Corp VFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.77M | Buy |
44,179
+1,683
| +4% | +$144K | 0.33% | 62 |
|
|
2020
Q3 | $2.99M | Buy |
42,496
+2,926
| +7% | +$206K | 0.3% | 70 |
|
|
2020
Q2 | $2.41M | Sell |
39,570
-1,358
| -3% | -$82.7K | 0.26% | 76 |
|
|
2020
Q1 | $2.21M | Buy |
40,928
+427
| +1% | +$23.1K | 0.25% | 72 |
|
|
2019
Q4 | $4.04M | Buy |
40,501
+2,365
| +6% | +$236K | 0.37% | 61 |
|
|
2019
Q3 | $3.39M | Buy |
38,136
+130
| +0.3% | +$11.6K | 0.33% | 63 |
|
|
2019
Q2 | $3.32M | Buy |
38,006
+147
| +0.4% | +$12.8K | 0.33% | 67 |
|
|
2019
Q1 | $3.29M | Buy |
37,859
+3,957
| +12% | +$344K | 0.32% | 72 |
|
|
2018
Q4 | $2.42M | Buy |
33,902
+883
| +3% | +$63K | 0.27% | 82 |
|
|
2018
Q3 | $3.09M | Buy |
33,019
+643
| +2% | +$60.1K | 0.31% | 70 |
|
|
2018
Q2 | $2.64M | Buy |
32,376
+1,534
| +5% | +$125K | 0.29% | 76 |
|
|
2018
Q1 | $1.96M | Buy |
30,842
+28
| +0.1% | +$1.78K | 0.24% | 93 |
|
|
2017
Q4 | $2.28M | Sell |
30,814
-28
| -0.1% | -$2.07K | 0.27% | 85 |
|
|
2017
Q3 | $1.96M | Sell |
30,842
-437
| -1% | -$27.8K | 0.24% | 93 |
|
|
2017
Q2 | $1.8M | Sell |
31,279
-321
| -1% | -$18.5K | 0.23% | 92 |
|
|
2017
Q1 | $1.74M | Buy |
31,600
+5,274
| +20% | +$290K | 0.24% | 92 |
|
|
2016
Q4 | $1.41M | Buy |
26,326
+4,020
| +18% | +$215K | 0.21% | 98 |
|
|
2016
Q3 | $1.25M | Buy |
+22,306
| New | +$1.25M | 0.19% | 96 |
|