VWA
V Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,887
| Closed | -$207K | – | 172 |
|
|
2023
Q2 | $207K | Sell |
3,887
-189
| -5% | -$10.1K | 0.03% | 357 |
|
|
2023
Q1 | $223K | Buy |
+4,076
| New | +$223K | 0.04% | 338 |
|
|
2021
Q3 | – | Sell |
-3,343
| Closed | -$211K | – | 476 |
|
|
2021
Q2 | $211K | Buy |
+3,343
| New | +$211K | 0.03% | 445 |
|