VWA
V Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,088
| Closed | -$335K | – | 246 |
|
|
2023
Q2 | $335K | Sell |
4,088
-2,900
| -41% | -$237K | 0.06% | 273 |
|
|
2023
Q1 | $582K | Sell |
6,988
-653
| -9% | -$54.4K | 0.11% | 176 |
|
|
2022
Q4 | $658K | Sell |
7,641
-2,317
| -23% | -$199K | 0.14% | 159 |
|
|
2022
Q3 | $732K | Sell |
9,958
-2,445
| -20% | -$180K | 0.15% | 146 |
|
|
2022
Q2 | $1.01M | Sell |
12,403
-31
| -0.2% | -$2.51K | 0.19% | 129 |
|
|
2022
Q1 | $1.08M | Sell |
12,434
-27
| -0.2% | -$2.35K | 0.17% | 135 |
|
|
2021
Q4 | $994K | Sell |
12,461
-165
| -1% | -$13.2K | 0.15% | 158 |
|
|
2021
Q3 | $961K | Buy |
12,626
+112
| +0.9% | +$8.53K | 0.15% | 154 |
|
|
2021
Q2 | $956K | Sell |
12,514
-98
| -0.8% | -$7.49K | 0.15% | 155 |
|
|
2021
Q1 | $946K | Sell |
12,612
-271
| -2% | -$20.3K | 0.17% | 150 |
|
|
2020
Q4 | $880K | Buy |
+12,883
| New | +$880K | 0.18% | 147 |
|
|
2020
Q3 | – | Sell |
-10,879
| Closed | -$610K | – | 256 |
|
|
2020
Q2 | $610K | Buy |
10,879
+3,590
| +49% | +$201K | 0.16% | 158 |
|
|
2020
Q1 | $387K | Buy |
+7,289
| New | +$387K | 0.12% | 184 |
|