VWA
V Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.42M | Sell |
10,879
-36,344
| -77% | -$4.76M | 1.14% | 19 |
|
2023
Q2 | $5.65M | Buy |
47,223
+86
| +0.2% | +$10.3K | 0.94% | 20 |
|
2023
Q1 | $4.89M | Buy |
47,137
+955
| +2% | +$99.1K | 0.92% | 19 |
|
2022
Q4 | $4.07M | Sell |
46,182
-12,175
| -21% | -$1.07M | 0.84% | 21 |
|
2022
Q3 | $5.58M | Buy |
58,357
+55,558
| +1,985% | +$5.31M | 1.12% | 16 |
|
2022
Q2 | $6.1M | Buy |
2,799
+50
| +2% | +$109K | 1.15% | 15 |
|
2022
Q1 | $7.65M | Sell |
2,749
-516
| -16% | -$1.44M | 1.22% | 12 |
|
2021
Q4 | $9.46M | Buy |
3,265
+88
| +3% | +$255K | 1.39% | 8 |
|
2021
Q3 | $8.49M | Sell |
3,177
-115
| -3% | -$307K | 1.31% | 8 |
|
2021
Q2 | $8.03M | Buy |
3,292
+182
| +6% | +$444K | 1.28% | 8 |
|
2021
Q1 | $6.42M | Sell |
3,110
-88
| -3% | -$182K | 1.18% | 12 |
|
2020
Q4 | $5.61M | Buy |
3,198
+2,016
| +171% | +$3.53M | 1.16% | 11 |
|
2020
Q3 | $1.73M | Sell |
1,182
-2,148
| -65% | -$3.15M | 1.2% | 16 |
|
2020
Q2 | $4.72M | Buy |
3,330
+521
| +19% | +$739K | 1.23% | 11 |
|
2020
Q1 | $3.26M | Buy |
2,809
+922
| +49% | +$1.07M | 1.02% | 18 |
|
2019
Q4 | $2.3M | Hold |
1,887
| – | – | 0.82% | 20 |
|
2019
Q3 | $2.3M | Sell |
1,887
-2
| -0.1% | -$2.44K | 0.82% | 20 |
|
2019
Q2 | $2.04M | Buy |
1,889
+41
| +2% | +$44.2K | 0.77% | 25 |
|
2019
Q1 | $2.34M | Sell |
1,848
-335
| -15% | -$423K | 0.94% | 18 |
|
2018
Q4 | $2.36M | Buy |
2,183
+496
| +29% | +$536K | 1.2% | 14 |
|
2018
Q3 | $2.03M | Buy |
1,687
+12
| +0.7% | +$14.4K | 0.94% | 25 |
|
2018
Q2 | $1.97M | Sell |
1,675
-1,389
| -45% | -$1.63M | 1.1% | 25 |
|
2018
Q1 | $3.07M | Sell |
3,064
-15
| -0.5% | -$15K | 1.64% | 6 |
|
2017
Q4 | $3.49M | Buy |
3,079
+63
| +2% | +$71.3K | 1.76% | 6 |
|
2017
Q3 | $2.98M | Buy |
3,016
+117
| +4% | +$116K | 1.51% | 10 |
|
2017
Q2 | $2.73M | Sell |
2,899
-177
| -6% | -$166K | 1.28% | 11 |
|
2017
Q1 | $2.61M | Buy |
3,076
+320
| +12% | +$272K | 1.6% | 9 |
|
2016
Q4 | $2.19M | Sell |
2,756
-126
| -4% | -$100K | 1.61% | 8 |
|
2016
Q3 | $2.31M | Buy |
2,882
+33
| +1% | +$26.4K | 1.86% | 3 |
|
2016
Q2 | $2M | Buy |
2,849
+229
| +9% | +$161K | 1.64% | 10 |
|
2016
Q1 | $2.03M | Buy |
+2,620
| New | +$2.03M | 1.62% | 15 |
|