VWA
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V Wealth Advisors’s Labcorp LH Stock Holding History

V Wealth Advisors’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,523
Closed -$300K – 396
2023
Q1 		$300K Sell
1,523
-2,348
-61% -$483K 0.06% 288
2022
Q4 		$783K Sell
3,871
-699
-15% -$137K 0.16% 140
2022
Q3 		$804K Sell
4,570
-605
-12% -$124K 0.16% 140
2022
Q2 		$1.04M Sell
5,175
-325
-6% -$69.3K 0.2% 124
2022
Q1 		$1.25M Buy
5,500
+49
+0.9% +$11.5K 0.2% 120
2021
Q4 		$1.47M Buy
5,451
+239
+5% +$59.2K 0.22% 105
2021
Q3 		$1.26M Buy
+5,212
New +$1.31M 0.2% 124
2019
Q1 		– Sell
-4,271
Closed -$466K – 271
2018
Q4 		$466K Sell
4,271
-10,459
-71% -$1.4M 0.24% 106
2018
Q3 		$2.2M Sell
14,730
-414
-3% -$63K 1.02% 20
2018
Q2 		$2.41M Sell
15,144
-198
-1% -$29.9K 1.35% 15
2018
Q1 		$2.11M Buy
15,342
+144
+0.9% +$21.2K 1.13% 22
2017
Q4 		$2.24M Sell
15,198
-720
-5% -$95.1K 1.13% 25
2017
Q3 		$2.06M Buy
15,918
+447
+3% +$59.6K 1.05% 27
2017
Q2 		$2.04M Sell
15,471
-63
-0.4% -$7.71K 0.96% 25
2017
Q1 		$1.91M Buy
15,534
+405
+3% +$48K 1.17% 23
2016
Q4 		$1.66M Sell
15,129
-279
-2% -$31K 1.21% 21
2016
Q3 		$1.82M Buy
15,408
+990
+7% +$117K 1.47% 14
2016
Q2 		$1.61M Buy
+14,418
New +$1.55M 1.32% 22

Other funds holding LH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM