VWA
HFRO

V Wealth Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

V Wealth Advisors’s Portfolio HFRO Stock Details HFRO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$143K Sell
2023
Q1 		$148K Sell
2022
Q4 		$176K Sell
2022
Q3 		$171K Buy
2022
Q2 		$197K Sell
2022
Q1 		$220K Buy
2021
Q4 		$202K Buy
2021
Q3 		$198K Buy
2021
Q2 		$200K Buy
2021
Q1 		$197K Buy