VWA
V Wealth Advisors’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $369K | Sell |
425
-503
| -54% | -$437K | 0.3% | 71 |
|
|
2023
Q2 | $751K | Sell |
928
-507
| -35% | -$410K | 0.13% | 154 |
|
|
2023
Q1 | $1.01M | Buy |
1,435
+35
| +3% | +$24.6K | 0.19% | 118 |
|
|
2022
Q4 | $838K | Buy |
1,400
+489
| +54% | +$293K | 0.17% | 134 |
|
|
2022
Q3 | $375K | Buy |
+911
| New | +$375K | 0.08% | 245 |
|