VWA
V Wealth Advisors’s Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF ASHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,931
| Closed | -$277K | – | 316 |
|
|
2019
Q4 | $277K | Hold |
10,931
| – | – | 0.1% | 208 |
|
|
2019
Q3 | $277K | Hold |
10,931
| – | – | 0.1% | 209 |
|
|
2019
Q2 | $290K | Buy |
10,931
+880
| +9% | +$23.3K | 0.11% | 192 |
|
|
2019
Q1 | $309K | Buy |
+10,051
| New | +$309K | 0.12% | 174 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$3K | – | 227 |
|
|
2017
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 699 |
|