VWA
V Wealth Advisors’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $330K | Sell |
1,675
-1,345
| -45% | -$265K | 0.26% | 76 |
|
|
2023
Q2 | $679K | Hold |
3,020
| – | – | 0.11% | 166 |
|
|
2023
Q1 | $601K | Sell |
3,020
-18
| -0.6% | -$3.58K | 0.11% | 170 |
|
|
2022
Q4 | $622K | Buy |
3,038
+1,318
| +77% | +$270K | 0.13% | 163 |
|
|
2022
Q3 | $311K | Hold |
1,720
| – | – | 0.06% | 275 |
|
|
2022
Q2 | $373K | Hold |
1,720
| – | – | 0.07% | 270 |
|
|
2022
Q1 | $397K | Sell |
1,720
-225
| -12% | -$51.9K | 0.06% | 287 |
|
|
2021
Q4 | $549K | Hold |
1,945
| – | – | 0.08% | 241 |
|
|
2021
Q3 | $466K | Hold |
1,945
| – | – | 0.07% | 277 |
|
|
2021
Q2 | $471K | Hold |
1,945
| – | – | 0.08% | 285 |
|
|
2021
Q1 | $376K | Hold |
1,945
| – | – | 0.07% | 305 |
|
|
2020
Q4 | $348K | Buy |
1,945
+45
| +2% | +$8.05K | 0.07% | 283 |
|
|
2020
Q3 | $299K | Sell |
1,900
-45
| -2% | -$7.08K | 0.21% | 127 |
|
|
2020
Q2 | $276K | Sell |
1,945
-300
| -13% | -$42.6K | 0.07% | 285 |
|
|
2020
Q1 | $242K | Buy |
+2,245
| New | +$242K | 0.08% | 258 |
|