V Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,824
| Closed | -$336K | – | 481 |
|
|
2021
Q2 | $336K | Buy |
+3,824
| New | +$336K | 0.05% | 341 |
|
|
2020
Q1 | – | Sell |
-10,516
| Closed | -$917K | – | 339 |
|
|
2019
Q4 | $917K | Hold |
10,516
| – | – | 0.33% | 79 |
|
|
2019
Q3 | $917K | Buy |
+10,516
| New | +$917K | 0.33% | 79 |
|
|
2017
Q3 | – | Sell |
-20,506
| Closed | -$1.81M | – | 431 |
|
|
2017
Q2 | $1.81M | Buy |
20,506
+17,801
| +658% | +$1.57M | 0.85% | 32 |
|
|
2017
Q1 | $238K | Buy |
+2,705
| New | +$238K | 0.15% | 151 |
|