VWA
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V Wealth Advisors’s Expeditors International EXPD Stock Holding History

V Wealth Advisors’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,710
Closed -$230K – 446
2021
Q4 		$230K Buy
1,710
+16
+0.9% +$2K 0.03% 411
2021
Q3 		$202K Buy
+1,694
New +$212K 0.03% 450
2021
Q2 		– Sell
-1,972
Closed -$213K – 468
2021
Q1 		$213K Sell
1,972
-381
-16% -$36.7K 0.04% 396
2020
Q4 		$223K Buy
+2,353
New +$214K 0.05% 350
2020
Q3 		– Sell
-3,235
Closed -$246K – 220
2020
Q2 		$246K Buy
+3,235
New +$236K 0.06% 300

Other funds holding EXPD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return