VWA
DOCU

V Wealth Advisors’s DocuSign DOCU Stock Holding History

V Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,269
Closed -$1.7M – 172
2023
Q2 		$1.7M Buy
33,269
+2,500
+8% +$132K 0.29% 73
2023
Q1 		$1.79M Buy
30,769
+5,129
+20% +$306K 0.34% 65
2022
Q4 		$1.42M Buy
25,640
+8,229
+47% +$401K 0.29% 77
2022
Q3 		$931K Sell
17,411
-59
-0.3% -$3.7K 0.19% 117
2022
Q2 		$1M Buy
17,470
+7,929
+83% +$642K 0.19% 130
2022
Q1 		$1.02M Sell
9,541
-325
-3% -$37.3K 0.16% 144
2021
Q4 		$1.5M Buy
9,866
+271
+3% +$61.8K 0.22% 103
2021
Q3 		$2.47M Sell
9,595
-491
-5% -$141K 0.39% 56
2021
Q2 		$2.81M Sell
10,086
-276
-3% -$61.7K 0.45% 44
2021
Q1 		$2.1M Buy
10,362
+1,428
+16% +$331K 0.39% 57
2020
Q4 		$1.99M Buy
8,934
+1,509
+20% +$339K 0.41% 51
2020
Q3 		$1.6M Sell
7,425
-3,888
-34% -$807K 1.11% 20
2020
Q2 		$1.95M Buy
11,313
+1,324
+13% +$167K 0.51% 36
2020
Q1 		$923K Buy
+9,989
New +$803K 0.29% 89

Other funds holding DOCU

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return