VWA
V Wealth Advisors’s Dominion Energy D Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,947
| Closed | -$619K | – | 367 |
|
|
2022
Q3 | $619K | Buy |
8,947
+1,164
| +15% | +$80.5K | 0.12% | 167 |
|
|
2022
Q2 | $621K | Buy |
+7,783
| New | +$621K | 0.12% | 189 |
|
|
2017
Q3 | – | Sell |
-321
| Closed | -$24K | – | 305 |
|
|
2017
Q2 | $24K | Buy |
+321
| New | +$24K | 0.01% | 420 |
|