VWA
V Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33,269
| Closed | -$1.7M | – | 171 |
|
|
2023
Q2 | $1.7M | Buy |
33,269
+2,500
| +8% | +$128K | 0.28% | 72 |
|
|
2023
Q1 | $1.79M | Buy |
30,769
+5,129
| +20% | +$299K | 0.34% | 65 |
|
|
2022
Q4 | $1.42M | Buy |
25,640
+8,229
| +47% | +$456K | 0.29% | 76 |
|
|
2022
Q3 | $931K | Sell |
17,411
-59
| -0.3% | -$3.16K | 0.19% | 116 |
|
|
2022
Q2 | $1M | Buy |
17,470
+7,929
| +83% | +$455K | 0.19% | 130 |
|
|
2022
Q1 | $1.02M | Sell |
9,541
-325
| -3% | -$34.8K | 0.16% | 144 |
|
|
2021
Q4 | $1.5M | Buy |
9,866
+271
| +3% | +$41.3K | 0.22% | 103 |
|
|
2021
Q3 | $2.47M | Sell |
9,595
-491
| -5% | -$126K | 0.38% | 56 |
|
|
2021
Q2 | $2.82M | Sell |
10,086
-276
| -3% | -$77K | 0.45% | 44 |
|
|
2021
Q1 | $2.1M | Buy |
10,362
+1,428
| +16% | +$289K | 0.39% | 57 |
|
|
2020
Q4 | $1.99M | Buy |
8,934
+1,509
| +20% | +$335K | 0.41% | 51 |
|
|
2020
Q3 | $1.6M | Sell |
7,425
-3,888
| -34% | -$837K | 1.11% | 20 |
|
|
2020
Q2 | $1.95M | Buy |
11,313
+1,324
| +13% | +$228K | 0.51% | 36 |
|
|
2020
Q1 | $923K | Buy |
+9,989
| New | +$923K | 0.29% | 89 |
|