VWA
V Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,623
| Closed | -$492K | – | 424 |
|
|
2022
Q1 | $492K | Buy |
2,623
+1,534
| +141% | +$288K | 0.08% | 247 |
|
|
2021
Q4 | $246K | Buy |
+1,089
| New | +$246K | 0.04% | 393 |
|
|
2020
Q1 | – | Sell |
-1,783
| Closed | -$240K | – | 332 |
|
|
2019
Q4 | $240K | Hold |
1,783
| – | – | 0.09% | 238 |
|
|
2019
Q3 | $240K | Sell |
1,783
-90
| -5% | -$12.1K | 0.09% | 240 |
|
|
2019
Q2 | $269K | Sell |
1,873
-166
| -8% | -$23.8K | 0.1% | 205 |
|
|
2019
Q1 | $298K | Sell |
2,039
-137
| -6% | -$20K | 0.12% | 180 |
|
|
2018
Q4 | $272K | Buy |
2,176
+35
| +2% | +$4.38K | 0.14% | 168 |
|
|
2018
Q3 | $302K | Buy |
+2,141
| New | +$302K | 0.14% | 169 |
|