VWA
V Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26,367
| Closed | -$1.25M | – | 385 |
|
|
2022
Q3 | $1.25M | Buy |
26,367
+5,741
| +28% | +$272K | 0.25% | 90 |
|
|
2022
Q2 | $996K | Buy |
20,626
+7,742
| +60% | +$374K | 0.19% | 132 |
|
|
2022
Q1 | $631K | Buy |
+12,884
| New | +$631K | 0.1% | 208 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$23K | – | 490 |
|
|
2017
Q2 | $23K | Buy |
+450
| New | +$23K | 0.01% | 429 |
|