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V Wealth Advisors’s Home Depot HD Stock Holding History

V Wealth Advisors’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.64M Sell
5,418
-17,866
-77% -$5.75M 1.31% 17
2023
Q2 		$7.23M Sell
23,284
-2,134
-8% -$630K 1.2% 18
2023
Q1 		$7.5M Buy
25,418
+716
+3% +$220K 1.41% 14
2022
Q4 		$7.8M Buy
24,702
+2,128
+9% +$648K 1.61% 12
2022
Q3 		$6.23M Buy
22,574
+160
+0.7% +$47.2K 1.25% 12
2022
Q2 		$6.15M Buy
22,414
+817
+4% +$241K 1.16% 14
2022
Q1 		$6.46M Sell
21,597
-415
-2% -$144K 1.03% 15
2021
Q4 		$9.14M Buy
22,012
+26
+0.1% +$9.9K 1.34% 9
2021
Q3 		$7.22M Sell
21,986
-599
-3% -$197K 1.12% 10
2021
Q2 		$7.2M Buy
22,585
+634
+3% +$202K 1.15% 11
2021
Q1 		$6.7M Sell
21,951
-181
-0.8% -$49.9K 1.23% 11
2020
Q4 		$5.88M Buy
22,132
+15,340
+226% +$4.22M 1.22% 10
2020
Q3 		$1.89M Sell
6,792
-14,057
-67% -$3.81M 1.31% 15
2020
Q2 		$5.22M Buy
20,849
+477
+2% +$109K 1.36% 9
2020
Q1 		$3.8M Buy
20,372
+5,447
+36% +$1.2M 1.19% 17
2019
Q4 		$3.46M Hold
14,925
– – 1.24% 12
2019
Q3 		$3.46M Buy
14,925
+13
+0.1% +$2.84K 1.24% 12
2019
Q2 		$3.11M Buy
14,912
+777
+5% +$155K 1.18% 13
2019
Q1 		$2.92M Buy
14,135
+1,077
+8% +$198K 1.18% 13
2018
Q4 		$2.32M Buy
13,058
+570
+5% +$102K 1.18% 16
2018
Q3 		$2.59M Buy
12,488
+151
+1% +$30.4K 1.2% 12
2018
Q2 		$2.44M Buy
12,337
+498
+4% +$93K 1.36% 13
2018
Q1 		$2.04M Buy
11,839
+199
+2% +$37.3K 1.09% 24
2017
Q4 		$2.29M Buy
11,640
+2,866
+33% +$495K 1.15% 23
2017
Q3 		$1.43M Buy
8,774
+7,698
+715% +$1.18M 0.73% 42
2017
Q2 		$165K Sell
1,076
-1,864
-63% -$286K 0.08% 196
2017
Q1 		$432K Buy
+2,940
New +$417K 0.27% 104

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's HD Position: Q3 2023 in Review

V Wealth Advisors reduced its Home Depot (HD) stake by 77% in Q3 2023, selling an estimated $5.75M and leaving 5,418 shares worth $1.64M. The position accounts for 1.31% of the portfolio, ranked #17.

V Wealth Advisors first reported a position in HD in Q1 2017 and has held it in 27 quarters since. The position peaked at $9.14M in Q4 2021. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • V Wealth Advisors held 5,418 shares of Home Depot worth $1.64M as of Q3 2023.
  • V Wealth Advisors sold 17,866 Home Depot shares in Q3 2023, an estimated $5.75M.
  • Home Depot made up 1.31% of V Wealth Advisors's portfolio in Q3 2023, its #17 holding.
  • V Wealth Advisors first reported a position in Home Depot in Q1 2017 and has held it in 27 quarters since.
  • V Wealth Advisors's Home Depot position peaked at $9.14M in Q4 2021.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.