VWA
V Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-29,923
| Closed | -$1.91M | – | 437 |
|
|
2022
Q1 | $1.91M | Buy |
29,923
+18,691
| +166% | +$1.19M | 0.31% | 71 |
|
|
2021
Q4 | $762K | Sell |
11,232
-174
| -2% | -$11.8K | 0.11% | 180 |
|
|
2021
Q3 | $765K | Buy |
11,406
+917
| +9% | +$61.5K | 0.12% | 182 |
|
|
2021
Q2 | $673K | Sell |
10,489
-103
| -1% | -$6.61K | 0.11% | 214 |
|
|
2021
Q1 | $656K | Buy |
10,592
+38
| +0.4% | +$2.35K | 0.12% | 195 |
|
|
2020
Q4 | $532K | Buy |
+10,554
| New | +$532K | 0.11% | 198 |
|
|
2020
Q3 | – | Sell |
-8,843
| Closed | -$338K | – | 255 |
|
|
2020
Q2 | $338K | Buy |
+8,843
| New | +$338K | 0.09% | 244 |
|