VWA
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V Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,392
Closed -$736K 182
2023
Q2
$736K Buy
4,392
+338
+8% +$56.6K 0.12% 157
2023
Q1
$852K Buy
4,054
+400
+11% +$84.1K 0.16% 138
2022
Q4
$968K Sell
3,654
-6,824
-65% -$1.81M 0.2% 118
2022
Q3
$2.91M Sell
10,478
-72
-0.7% -$20K 0.58% 29
2022
Q2
$2.06M Buy
+10,550
New +$2.06M 0.39% 53