VWA
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V Wealth Advisors’s Best Buy BBY Stock Holding History

V Wealth Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,427
Closed -$221K – 411
2022
Q1 		$221K Buy
+2,427
New +$240K 0.04% 402
2021
Q4 		– Sell
-1,921
Closed -$203K – 466
2021
Q3 		$203K Buy
+1,921
New +$216K 0.03% 448
2019
Q1 		– Sell
-7,050
Closed -$542K – 260
2018
Q4 		$542K Buy
7,050
+6
+0.1% +$392 0.28% 93
2018
Q3 		$559K Buy
+7,044
New +$546K 0.26% 102
2018
Q2 		– Sell
-3,792
Closed -$268K – 212
2018
Q1 		$268K Buy
+3,792
New +$273K 0.14% 163
2017
Q3 		– Sell
-40
Closed -$2K – 239
2017
Q2 		$2K Buy
+40
New +$2.14K ﹤0.01% 734

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return