V Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,242
| Closed | -$316K | – | 388 |
|
|
2022
Q2 | $316K | Sell |
6,242
-776
| -11% | -$39.3K | 0.06% | 298 |
|
|
2022
Q1 | $363K | Sell |
7,018
-3,984
| -36% | -$206K | 0.06% | 299 |
|
|
2021
Q4 | $592K | Sell |
11,002
-1,427
| -11% | -$76.8K | 0.09% | 228 |
|
|
2021
Q3 | $679K | Sell |
12,429
-3,575
| -22% | -$195K | 0.11% | 204 |
|
|
2021
Q2 | $878K | Buy |
16,004
+1,498
| +10% | +$82.2K | 0.14% | 168 |
|
|
2021
Q1 | $793K | Buy |
14,506
+2,548
| +21% | +$139K | 0.15% | 176 |
|
|
2020
Q4 | $660K | Buy |
11,958
+7,762
| +185% | +$428K | 0.14% | 174 |
|
|
2020
Q3 | $230K | Sell |
4,196
-8,594
| -67% | -$471K | 0.16% | 150 |
|
|
2020
Q2 | $700K | Buy |
12,790
+2,342
| +22% | +$128K | 0.18% | 141 |
|
|
2020
Q1 | $547K | Buy |
10,448
+275
| +3% | +$14.4K | 0.17% | 137 |
|
|
2019
Q4 | $546K | Hold |
10,173
| – | – | 0.2% | 124 |
|
|
2019
Q3 | $546K | Buy |
10,173
+3,815
| +60% | +$205K | 0.2% | 125 |
|
|
2019
Q2 | $341K | Buy |
6,358
+1,854
| +41% | +$99.4K | 0.13% | 175 |
|
|
2019
Q1 | $239K | Hold |
4,504
| – | – | 0.1% | 212 |
|
|
2018
Q4 | $233K | Sell |
4,504
-970
| -18% | -$50.2K | 0.12% | 185 |
|
|
2018
Q3 | $283K | Sell |
5,474
-376
| -6% | -$19.4K | 0.13% | 173 |
|
|
2018
Q2 | $302K | Sell |
5,850
-648
| -10% | -$33.5K | 0.17% | 147 |
|
|
2018
Q1 | $335K | Sell |
6,498
-2,432
| -27% | -$125K | 0.18% | 136 |
|
|
2017
Q4 | $466K | Buy |
8,930
+330
| +4% | +$17.2K | 0.23% | 109 |
|
|
2017
Q3 | $453K | Hold |
8,600
| – | – | 0.23% | 102 |
|
|
2017
Q2 | $453K | Sell |
8,600
-1,440
| -14% | -$75.9K | 0.21% | 98 |
|
|
2017
Q1 | $529K | Sell |
10,040
-554
| -5% | -$29.2K | 0.32% | 82 |
|
|
2016
Q4 | $556K | Sell |
10,594
-860
| -8% | -$45.1K | 0.41% | 75 |
|
|
2016
Q3 | $608K | Buy |
11,454
+1,584
| +16% | +$84.1K | 0.49% | 64 |
|
|
2016
Q2 | $526K | Sell |
9,870
-1,694
| -15% | -$90.3K | 0.43% | 75 |
|
|
2016
Q1 | $610K | Buy |
+11,564
| New | +$610K | 0.49% | 64 |
|