V Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

V Wealth Advisors’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,479	Closed	-$356K	–	254
2023 Q2	$356K	Sell	5,479 -1,826	-25%	-$114K	0.06%	254
2023 Q1	$464K	Buy	7,305 +129	+2%	+$8.32K	0.09%	202
2022 Q4	$421K	Sell	7,176 -1,107	-13%	-$74K	0.09%	216
2022 Q3	$548K	Sell	8,283 -362	-4%	-$26.9K	0.11%	182
2022 Q2	$627K	Sell	8,645 -26	-0.3%	-$1.85K	0.12%	186
2022 Q1	$668K	Buy	8,671 +1,462	+20%	+$112K	0.11%	202
2021 Q4	$608K	Buy	7,209 +146	+2%	+$12.9K	0.09%	220
2021 Q3	$579K	Buy	7,063 +610	+9%	+$50K	0.09%	239
2021 Q2	$466K	Buy	+6,453	New	+$415K	0.07%	287

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's LIT Position: Q3 2023 in Review

V Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 5,479 shares — an estimated $356K sold.

V Wealth Advisors first reported a position in LIT in Q2 2021 and held it in 9 quarters. The position peaked at $668K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

V Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,479 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $356K.
V Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 9 quarters.
V Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $668K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.