VWA
V Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,622
| Closed | -$836K | – | 384 |
|
|
2022
Q3 | $836K | Sell |
16,622
-5,810
| -26% | -$292K | 0.17% | 134 |
|
|
2022
Q2 | $1.14M | Buy |
22,432
+6,625
| +42% | +$336K | 0.21% | 116 |
|
|
2022
Q1 | $801K | Buy |
15,807
+488
| +3% | +$24.7K | 0.13% | 176 |
|
|
2021
Q4 | $782K | Buy |
+15,319
| New | +$782K | 0.11% | 179 |
|
|
2021
Q3 | – | Sell |
-15,982
| Closed | -$816K | – | 484 |
|
|
2021
Q2 | $816K | Sell |
15,982
-1,280
| -7% | -$65.4K | 0.13% | 179 |
|
|
2021
Q1 | $881K | Buy |
+17,262
| New | +$881K | 0.16% | 156 |
|