VWA
V Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,775
| Closed | -$919K | – | 213 |
|
|
2023
Q2 | $919K | Hold |
19,775
| – | – | 0.15% | 134 |
|
|
2023
Q1 | $933K | Sell |
19,775
-27
| -0.1% | -$1.27K | 0.17% | 129 |
|
|
2022
Q4 | $920K | Hold |
19,802
| – | – | 0.19% | 126 |
|
|
2022
Q3 | $903K | Sell |
19,802
-251
| -1% | -$11.4K | 0.18% | 120 |
|
|
2022
Q2 | $966K | Sell |
20,053
-107
| -0.5% | -$5.15K | 0.18% | 135 |
|
|
2022
Q1 | $1.06M | Sell |
20,160
-89
| -0.4% | -$4.67K | 0.17% | 138 |
|
|
2021
Q4 | $1.14M | Sell |
20,249
-858
| -4% | -$48.3K | 0.17% | 139 |
|
|
2021
Q3 | $1.2M | Buy |
+21,107
| New | +$1.2M | 0.19% | 131 |
|