VWA
V Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,052
| Closed | -$268K | – | 238 |
|
|
2023
Q2 | $268K | Hold |
1,052
| – | – | 0.04% | 305 |
|
|
2023
Q1 | $248K | Hold |
1,052
| – | – | 0.05% | 324 |
|
|
2022
Q4 | $232K | Hold |
1,052
| – | – | 0.05% | 312 |
|
|
2022
Q3 | $218K | Sell |
1,052
-250
| -19% | -$51.8K | 0.04% | 337 |
|
|
2022
Q2 | $283K | Sell |
1,302
-58
| -4% | -$12.6K | 0.05% | 319 |
|
|
2022
Q1 | $357K | Hold |
1,360
| – | – | 0.06% | 302 |
|
|
2021
Q4 | $377K | Hold |
1,360
| – | – | 0.06% | 316 |
|
|
2021
Q3 | $347K | Hold |
1,360
| – | – | 0.05% | 333 |
|
|
2021
Q2 | $349K | Buy |
1,360
+39
| +3% | +$10K | 0.06% | 337 |
|
|
2021
Q1 | $313K | Hold |
1,321
| – | – | 0.06% | 332 |
|
|
2020
Q4 | $295K | Buy |
+1,321
| New | +$295K | 0.06% | 303 |
|
|
2020
Q3 | – | Sell |
-1,321
| Closed | -$238K | – | 250 |
|
|
2020
Q2 | $238K | Sell |
1,321
-575
| -30% | -$104K | 0.06% | 306 |
|
|
2020
Q1 | $281K | Buy |
+1,896
| New | +$281K | 0.09% | 231 |
|
|
2017
Q3 | – | Sell |
-1,240
| Closed | -$178K | – | 457 |
|
|
2017
Q2 | $178K | Buy |
+1,240
| New | +$178K | 0.08% | 186 |
|
|
2016
Q4 | – | Sell |
-1,990
| Closed | -$256K | – | 182 |
|
|
2016
Q3 | $256K | Buy |
1,990
+100
| +5% | +$12.9K | 0.21% | 137 |
|
|
2016
Q2 | $234K | Buy |
+1,890
| New | +$234K | 0.19% | 141 |
|