VWA
V Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,043
| Closed | -$213K | – | 455 |
|
|
2021
Q4 | $213K | Hold |
2,043
| – | – | 0.03% | 422 |
|
|
2021
Q3 | $206K | Sell |
2,043
-26,404
| -93% | -$2.66M | 0.03% | 441 |
|
|
2021
Q2 | $3M | Buy |
28,447
+4,192
| +17% | +$442K | 0.48% | 38 |
|
|
2021
Q1 | $2.44M | Buy |
+24,255
| New | +$2.44M | 0.45% | 46 |
|