VWA
V Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $827K | Sell |
6,271
-17,903
| -74% | -$2.36M | 0.66% | 29 |
|
|
2023
Q2 | $2.92M | Buy |
24,174
+3
| +0% | +$363 | 0.49% | 40 |
|
|
2023
Q1 | $2.51M | Buy |
24,171
+1,698
| +8% | +$177K | 0.47% | 41 |
|
|
2022
Q4 | $1.99M | Buy |
22,473
+2,544
| +13% | +$226K | 0.41% | 47 |
|
|
2022
Q3 | $1.92M | Buy |
19,929
+18,928
| +1,891% | +$1.82M | 0.38% | 52 |
|
|
2022
Q2 | $2.19M | Buy |
1,001
+24
| +2% | +$52.5K | 0.41% | 46 |
|
|
2022
Q1 | $2.73M | Buy |
977
+27
| +3% | +$75.4K | 0.44% | 38 |
|
|
2021
Q4 | $2.75M | Sell |
950
-26
| -3% | -$75.2K | 0.4% | 48 |
|
|
2021
Q3 | $2.6M | Sell |
976
-47
| -5% | -$125K | 0.4% | 49 |
|
|
2021
Q2 | $2.57M | Buy |
1,023
+26
| +3% | +$65.4K | 0.41% | 51 |
|
|
2021
Q1 | $2.06M | Sell |
997
-54
| -5% | -$112K | 0.38% | 61 |
|
|
2020
Q4 | $1.84M | Buy |
1,051
+628
| +148% | +$1.1M | 0.38% | 59 |
|
|
2020
Q3 | $622K | Sell |
423
-686
| -62% | -$1.01M | 0.43% | 63 |
|
|
2020
Q2 | $1.57M | Sell |
1,109
-39
| -3% | -$55.1K | 0.41% | 61 |
|
|
2020
Q1 | $1.34M | Buy |
1,148
+528
| +85% | +$614K | 0.42% | 54 |
|
|
2019
Q4 | $756K | Hold |
620
| – | – | 0.27% | 100 |
|
|
2019
Q3 | $756K | Sell |
620
-10
| -2% | -$12.2K | 0.27% | 100 |
|
|
2019
Q2 | $684K | Sell |
630
-27
| -4% | -$29.3K | 0.26% | 104 |
|
|
2019
Q1 | $828K | Buy |
+657
| New | +$828K | 0.33% | 81 |
|
|
2018
Q4 | – | Sell |
-587
| Closed | -$702K | – | 224 |
|
|
2018
Q3 | $702K | Buy |
587
+53
| +10% | +$63.4K | 0.32% | 84 |
|
|
2018
Q2 | $617K | Buy |
534
+6
| +1% | +$6.93K | 0.34% | 79 |
|
|
2018
Q1 | $528K | Buy |
528
+134
| +34% | +$134K | 0.28% | 99 |
|
|
2017
Q4 | $444K | Buy |
394
+26
| +7% | +$29.3K | 0.22% | 111 |
|
|
2017
Q3 | $356K | Hold |
368
| – | – | 0.18% | 117 |
|
|
2017
Q2 | $334K | Sell |
368
-88
| -19% | -$79.9K | 0.16% | 124 |
|
|
2017
Q1 | $377K | Buy |
456
+88
| +24% | +$72.8K | 0.23% | 116 |
|
|
2016
Q4 | $286K | Sell |
368
-23
| -6% | -$17.9K | 0.21% | 133 |
|
|
2016
Q3 | $303K | Sell |
391
-7
| -2% | -$5.43K | 0.24% | 118 |
|
|
2016
Q2 | $274K | Buy |
398
+124
| +45% | +$85.4K | 0.22% | 122 |
|
|
2016
Q1 | $210K | Buy |
+274
| New | +$210K | 0.17% | 135 |
|