V Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,194
Closed -$365K 137
2023
Q2
$365K Sell
19,194
-1,363
-7% -$25.9K 0.06% 247
2023
Q1
$401K Sell
20,557
-3,302
-14% -$64.4K 0.08% 235
2022
Q4
$431K Sell
23,859
-7,399
-24% -$134K 0.09% 211
2022
Q3
$515K Sell
31,258
-7,932
-20% -$131K 0.1% 191
2022
Q2
$702K Sell
39,190
-250
-0.6% -$4.48K 0.13% 175
2022
Q1
$757K Buy
39,440
+1,353
+4% +$26K 0.12% 187
2021
Q4
$691K Buy
38,087
+5,819
+18% +$106K 0.1% 192
2021
Q3
$563K Sell
32,268
-64,911
-67% -$1.13M 0.09% 247
2021
Q2
$1.71M Buy
+97,179
New +$1.71M 0.27% 87