VWA
V Wealth Advisors’s DexCom DXCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,906
| Closed | -$2.43M | – | 176 |
|
|
2023
Q2 | $2.43M | Sell |
18,906
-159
| -0.8% | -$20.4K | 0.4% | 48 |
|
|
2023
Q1 | $2.21M | Sell |
19,065
-45
| -0.2% | -$5.23K | 0.42% | 48 |
|
|
2022
Q4 | $2.16M | Sell |
19,110
-123
| -0.6% | -$13.9K | 0.45% | 44 |
|
|
2022
Q3 | $1.55M | Buy |
19,233
+822
| +4% | +$66.2K | 0.31% | 72 |
|
|
2022
Q2 | $1.37M | Buy |
18,411
+13,834
| +302% | +$1.03M | 0.26% | 92 |
|
|
2022
Q1 | $2.34M | Buy |
4,577
+114
| +3% | +$58.3K | 0.37% | 50 |
|
|
2021
Q4 | $2.4M | Buy |
4,463
+35
| +0.8% | +$18.8K | 0.35% | 56 |
|
|
2021
Q3 | $2.42M | Buy |
4,428
+98
| +2% | +$53.6K | 0.37% | 58 |
|
|
2021
Q2 | $1.85M | Buy |
4,330
+30
| +0.7% | +$12.8K | 0.29% | 77 |
|
|
2021
Q1 | $1.55M | Buy |
4,300
+184
| +4% | +$66.1K | 0.28% | 86 |
|
|
2020
Q4 | $1.52M | Buy |
+4,116
| New | +$1.52M | 0.31% | 75 |
|
|
2020
Q3 | – | Sell |
-3,986
| Closed | -$1.62M | – | 205 |
|
|
2020
Q2 | $1.62M | Buy |
3,986
+2,762
| +226% | +$1.12M | 0.42% | 56 |
|
|
2020
Q1 | $330K | Buy |
+1,224
| New | +$330K | 0.1% | 203 |
|