VWA
V Wealth Advisors’s Exelon EXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,315
| Closed | -$339K | – | 190 |
|
|
2023
Q2 | $339K | Buy |
8,315
+2
| +0% | +$81 | 0.06% | 267 |
|
|
2023
Q1 | $348K | Sell |
8,313
-7
| -0.1% | -$293 | 0.07% | 254 |
|
|
2022
Q4 | $360K | Buy |
8,320
+788
| +10% | +$34.1K | 0.07% | 248 |
|
|
2022
Q3 | $282K | Sell |
7,532
-628
| -8% | -$23.5K | 0.06% | 296 |
|
|
2022
Q2 | $370K | Buy |
8,160
+1,316
| +19% | +$59.7K | 0.07% | 272 |
|
|
2022
Q1 | $326K | Buy |
6,844
+1
| +0% | +$48 | 0.05% | 330 |
|
|
2021
Q4 | $395K | Buy |
6,843
+301
| +5% | +$17.4K | 0.06% | 307 |
|
|
2021
Q3 | $316K | Buy |
6,542
+1,108
| +20% | +$53.5K | 0.05% | 349 |
|
|
2021
Q2 | $241K | Buy |
5,434
+45
| +0.8% | +$2K | 0.04% | 410 |
|
|
2021
Q1 | $235K | Buy |
5,389
+1
| +0% | +$44 | 0.04% | 381 |
|
|
2020
Q4 | $227K | Buy |
+5,388
| New | +$227K | 0.05% | 345 |
|
|
2020
Q3 | – | Sell |
-7,956
| Closed | -$289K | – | 215 |
|
|
2020
Q2 | $289K | Sell |
7,956
-714
| -8% | -$25.9K | 0.08% | 279 |
|
|
2020
Q1 | $319K | Buy |
8,670
+2,276
| +36% | +$83.7K | 0.1% | 207 |
|
|
2019
Q4 | $309K | Hold |
6,394
| – | – | 0.11% | 194 |
|
|
2019
Q3 | $309K | Buy |
+6,394
| New | +$309K | 0.11% | 195 |
|
|
2017
Q3 | – | Sell |
-3,100
| Closed | -$111K | – | 365 |
|
|
2017
Q2 | $111K | Buy |
+3,100
| New | +$111K | 0.05% | 233 |
|