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VWA
V Wealth Advisors’s
Aflac
AFL
Stock Holding History
V Wealth Advisors’s Portfolio
AFL Stock Details
AFL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-38,041
Closed
-$2.66M
–
119
2023
Q2
$2.66M
Buy
38,041
+104
+0.3%
+$6.96K
0.45%
44
2023
Q1
$2.45M
Buy
37,937
+768
+2%
+$52.6K
0.46%
43
2022
Q4
$2.67M
Sell
37,169
-98
-0.3%
-$6.56K
0.56%
35
2022
Q3
$2.09M
Buy
37,267
+35
+0.1%
+$2.06K
0.42%
46
2022
Q2
$2.06M
Buy
37,232
+334
+0.9%
+$19.7K
0.39%
52
2022
Q1
$2.38M
Sell
36,898
-3,098
-8%
-$194K
0.38%
48
2021
Q4
$2.34M
Sell
39,996
-2,299
-5%
-$129K
0.34%
58
2021
Q3
$2.21M
Sell
42,295
-3,836
-8%
-$210K
0.35%
61
2021
Q2
$2.48M
Buy
46,131
+430
+0.9%
+$23.4K
0.39%
55
2021
Q1
$2.34M
Sell
45,701
-498
-1%
-$23.9K
0.43%
50
2020
Q4
$2.05M
Buy
46,199
+34,999
+312%
+$1.43M
0.42%
49
2020
Q3
$407K
Sell
11,200
-34,728
-76%
-$1.26M
0.28%
90
2020
Q2
$1.66M
Buy
45,928
+9,715
+27%
+$351K
0.43%
54
2020
Q1
$1.24M
Buy
36,213
+1,083
+3%
+$49.5K
0.39%
64
2019
Q4
$1.84M
Hold
35,130
–
–
0.66%
33
2019
Q3
$1.84M
Buy
+35,130
New
+$1.85M
0.66%
33
2017
Q3
–
Sell
-1,256
Closed
-$49K
–
205
2017
Q2
$49K
Buy
+1,256
New
+$47.2K
0.02%
318
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1-Year Est. Return
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$5.97B AUM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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