VWA
V Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,424
| Closed | -$338K | – | 230 |
|
|
2023
Q2 | $338K | Buy |
+7,424
| New | +$338K | 0.06% | 269 |
|
|
2022
Q3 | – | Sell |
-7,777
| Closed | -$364K | – | 389 |
|
|
2022
Q2 | $364K | Sell |
7,777
-1,515
| -16% | -$70.9K | 0.07% | 278 |
|
|
2022
Q1 | $461K | Buy |
9,292
+1,062
| +13% | +$52.7K | 0.07% | 258 |
|
|
2021
Q4 | $435K | Sell |
8,230
-447
| -5% | -$23.6K | 0.06% | 282 |
|
|
2021
Q3 | $462K | Sell |
8,677
-3,389
| -28% | -$180K | 0.07% | 278 |
|
|
2021
Q2 | $645K | Buy |
12,066
+2,571
| +27% | +$137K | 0.1% | 220 |
|
|
2021
Q1 | $501K | Buy |
+9,495
| New | +$501K | 0.09% | 244 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$5K | – | 450 |
|
|
2017
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 656 |
|