VWA
V Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $205K | Sell |
7,486
-31,432
| -81% | -$860K | 0.16% | 106 |
|
|
2023
Q2 | $1.03M | Buy |
38,918
+2,007
| +5% | +$52.9K | 0.17% | 113 |
|
|
2023
Q1 | $956K | Sell |
36,911
-525
| -1% | -$13.6K | 0.18% | 124 |
|
|
2022
Q4 | $903K | Buy |
37,436
+3,593
| +11% | +$86.7K | 0.19% | 128 |
|
|
2022
Q3 | $805K | Buy |
33,843
+2,177
| +7% | +$51.8K | 0.16% | 138 |
|
|
2022
Q2 | $772K | Buy |
31,666
+18,557
| +142% | +$452K | 0.15% | 165 |
|
|
2022
Q1 | $338K | Buy |
13,109
+2,045
| +18% | +$52.7K | 0.05% | 323 |
|
|
2021
Q4 | $243K | Sell |
11,064
-60
| -0.5% | -$1.32K | 0.04% | 395 |
|
|
2021
Q3 | $241K | Sell |
11,124
-95
| -0.8% | -$2.06K | 0.04% | 393 |
|
|
2021
Q2 | $271K | Sell |
11,219
-445
| -4% | -$10.7K | 0.04% | 391 |
|
|
2021
Q1 | $257K | Buy |
11,664
+1,436
| +14% | +$31.6K | 0.05% | 361 |
|
|
2020
Q4 | $200K | Buy |
+10,228
| New | +$200K | 0.04% | 369 |
|
|
2020
Q1 | – | Sell |
-10,638
| Closed | -$304K | – | 328 |
|
|
2019
Q4 | $304K | Hold |
10,638
| – | – | 0.11% | 196 |
|
|
2019
Q3 | $304K | Buy |
10,638
+1,406
| +15% | +$40.2K | 0.11% | 197 |
|
|
2019
Q2 | $263K | Sell |
9,232
-467
| -5% | -$13.3K | 0.1% | 211 |
|
|
2019
Q1 | $281K | Sell |
9,699
-78
| -0.8% | -$2.26K | 0.11% | 188 |
|
|
2018
Q4 | $271K | Buy |
9,777
+44
| +0.5% | +$1.22K | 0.14% | 169 |
|
|
2018
Q3 | $277K | Sell |
9,733
-57
| -0.6% | -$1.62K | 0.13% | 177 |
|
|
2018
Q2 | $276K | Buy |
9,790
+824
| +9% | +$23.2K | 0.15% | 156 |
|
|
2018
Q1 | $220K | Buy |
8,966
+515
| +6% | +$12.6K | 0.12% | 184 |
|
|
2017
Q4 | $241K | Sell |
8,451
-285
| -3% | -$8.13K | 0.12% | 170 |
|
|
2017
Q3 | $226K | Buy |
8,736
+41
| +0.5% | +$1.06K | 0.11% | 162 |
|
|
2017
Q2 | $236K | Sell |
8,695
-727
| -8% | -$19.7K | 0.11% | 162 |
|
|
2017
Q1 | $260K | Sell |
9,422
-1,163
| -11% | -$32.1K | 0.16% | 145 |
|
|
2016
Q4 | $286K | Buy |
10,585
+202
| +2% | +$5.46K | 0.21% | 132 |
|
|
2016
Q3 | $287K | Sell |
10,383
-16
| -0.2% | -$442 | 0.23% | 124 |
|
|
2016
Q2 | $306K | Buy |
10,399
+236
| +2% | +$6.95K | 0.25% | 115 |
|
|
2016
Q1 | $248K | Buy |
+10,163
| New | +$248K | 0.2% | 119 |
|