VWA
V Wealth Advisors’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,155
| Closed | -$911K | – | 214 |
|
|
2023
Q2 | $911K | Sell |
1,155
-10
| -0.9% | -$7.89K | 0.15% | 135 |
|
|
2023
Q1 | $803K | Buy |
1,165
+40
| +4% | +$27.6K | 0.15% | 142 |
|
|
2022
Q4 | $626K | Buy |
1,125
+500
| +80% | +$278K | 0.13% | 162 |
|
|
2022
Q3 | $305K | Sell |
625
-4
| -0.6% | -$1.95K | 0.06% | 277 |
|
|
2022
Q2 | $286K | Buy |
629
+23
| +4% | +$10.5K | 0.05% | 318 |
|
|
2022
Q1 | $313K | Sell |
606
-10
| -2% | -$5.17K | 0.05% | 340 |
|
|
2021
Q4 | $319K | Hold |
616
| – | – | 0.05% | 346 |
|
|
2021
Q3 | $242K | Sell |
616
-4
| -0.6% | -$1.57K | 0.04% | 390 |
|
|
2021
Q2 | $272K | Buy |
620
+66
| +12% | +$29K | 0.04% | 390 |
|
|
2021
Q1 | $222K | Hold |
554
| – | – | 0.04% | 389 |
|
|
2020
Q4 | $226K | Buy |
+554
| New | +$226K | 0.05% | 346 |
|
|
2017
Q3 | – | Sell |
-118
| Closed | -$21K | – | 413 |
|
|
2017
Q2 | $21K | Buy |
+118
| New | +$21K | 0.01% | 446 |
|