VWA
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V Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

V Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,942
Closed -$270K – 423
2022
Q1 		$270K Buy
4,942
+64
+1% +$3.5K 0.04% 366
2021
Q4 		$275K Buy
+4,878
New +$275K 0.04% 368