VWA
V Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-939
| Closed | -$206K | – | 115 |
|
2023
Q2 | $206K | Buy |
+939
| New | +$206K | 0.03% | 358 |
|
2023
Q1 | – | Sell |
-883
| Closed | -$211K | – | 379 |
|
2022
Q4 | $211K | Buy |
+883
| New | +$211K | 0.04% | 334 |
|
2022
Q1 | – | Sell |
-813
| Closed | -$200K | – | 438 |
|
2021
Q4 | $200K | Buy |
+813
| New | +$200K | 0.03% | 436 |
|
2017
Q3 | – | Sell |
-300
| Closed | -$32K | – | 202 |
|
2017
Q2 | $32K | Buy |
+300
| New | +$32K | 0.02% | 381 |
|