VWA
V Wealth Advisors’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-29,829
| Closed | -$1.32M | – | 376 |
|
|
2022
Q3 | $1.32M | Buy |
29,829
+3,454
| +13% | +$152K | 0.26% | 84 |
|
|
2022
Q2 | $1.16M | Buy |
26,375
+4,489
| +21% | +$198K | 0.22% | 114 |
|
|
2022
Q1 | $1.03M | Buy |
21,886
+13,386
| +157% | +$630K | 0.16% | 142 |
|
|
2021
Q4 | $407K | Hold |
8,500
| – | – | 0.06% | 300 |
|
|
2021
Q3 | $407K | Buy |
+8,500
| New | +$407K | 0.06% | 299 |
|
|
2017
Q3 | – | Sell |
-618
| Closed | -$30K | – | 388 |
|
|
2017
Q2 | $30K | Buy |
+618
| New | +$30K | 0.01% | 390 |
|