VWA
V Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,633
| Closed | -$201K | – | 382 |
|
|
2022
Q2 | $201K | Buy |
+3,633
| New | +$201K | 0.04% | 387 |
|
|
2020
Q2 | – | Sell |
-6,494
| Closed | -$305K | – | 348 |
|
|
2020
Q1 | $305K | Sell |
6,494
-781
| -11% | -$36.7K | 0.1% | 216 |
|
|
2019
Q4 | $415K | Hold |
7,275
| – | – | 0.15% | 162 |
|
|
2019
Q3 | $415K | Buy |
7,275
+2,052
| +39% | +$117K | 0.15% | 163 |
|
|
2019
Q2 | $308K | Buy |
5,223
+253
| +5% | +$14.9K | 0.12% | 182 |
|
|
2019
Q1 | $295K | Buy |
4,970
+204
| +4% | +$12.1K | 0.12% | 183 |
|
|
2018
Q4 | $269K | Buy |
+4,766
| New | +$269K | 0.14% | 170 |
|
|
2017
Q4 | – | Sell |
-39,215
| Closed | -$2.28M | – | 210 |
|
|
2017
Q3 | $2.28M | Buy |
39,215
+1,390
| +4% | +$80.8K | 1.16% | 22 |
|
|
2017
Q2 | $2.11M | Buy |
37,825
+20,022
| +112% | +$1.12M | 0.99% | 22 |
|
|
2017
Q1 | $952K | Buy |
17,803
+13,347
| +300% | +$714K | 0.58% | 51 |
|
|
2016
Q4 | $215K | Sell |
4,456
-2,196
| -33% | -$106K | 0.16% | 155 |
|
|
2016
Q3 | $364K | Buy |
6,652
+1,765
| +36% | +$96.6K | 0.29% | 103 |
|
|
2016
Q2 | $253K | Buy |
+4,887
| New | +$253K | 0.21% | 133 |
|