VWA
V Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,268
| Closed | -$439K | – | 259 |
|
|
2020
Q2 | $439K | Buy |
+3,268
| New | +$439K | 0.11% | 202 |
|
|
2020
Q1 | – | Sell |
-2,168
| Closed | -$276K | – | 344 |
|
|
2019
Q4 | $276K | Hold |
2,168
| – | – | 0.1% | 210 |
|
|
2019
Q3 | $276K | Buy |
2,168
+99
| +5% | +$12.6K | 0.1% | 211 |
|
|
2019
Q2 | $252K | Sell |
2,069
-85
| -4% | -$10.4K | 0.1% | 218 |
|
|
2019
Q1 | $256K | Buy |
+2,154
| New | +$256K | 0.1% | 201 |
|
|
2017
Q3 | – | Sell |
-15,142
| Closed | -$1.83M | – | 492 |
|
|
2017
Q2 | $1.83M | Buy |
+15,142
| New | +$1.83M | 0.86% | 31 |
|
|
2017
Q1 | – | Sell |
-13,901
| Closed | -$1.63M | – | 198 |
|
|
2016
Q4 | $1.63M | Buy |
+13,901
| New | +$1.63M | 1.19% | 24 |
|