VWA
V Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,002
| Closed | -$353K | – | 372 |
|
|
2022
Q3 | $353K | Buy |
+11,002
| New | +$353K | 0.07% | 255 |
|
|
2019
Q3 | – | Sell |
-8,032
| Closed | -$247K | – | 294 |
|
|
2019
Q2 | $247K | Sell |
8,032
-131
| -2% | -$4.03K | 0.09% | 222 |
|
|
2019
Q1 | $247K | Sell |
8,163
-4,875
| -37% | -$148K | 0.1% | 206 |
|
|
2018
Q4 | $365K | Sell |
13,038
-10
| -0.1% | -$280 | 0.19% | 136 |
|
|
2018
Q3 | $387K | Sell |
13,048
-4,148
| -24% | -$123K | 0.18% | 142 |
|
|
2018
Q2 | $502K | Sell |
17,196
-4,846
| -22% | -$141K | 0.28% | 96 |
|
|
2018
Q1 | $609K | Buy |
22,042
+3,185
| +17% | +$88K | 0.33% | 87 |
|
|
2017
Q4 | $574K | Buy |
18,857
+824
| +5% | +$25.1K | 0.29% | 91 |
|
|
2017
Q3 | $522K | Buy |
18,033
+2,166
| +14% | +$62.7K | 0.26% | 91 |
|
|
2017
Q2 | $445K | Buy |
+15,867
| New | +$445K | 0.21% | 101 |
|