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V Wealth Advisors’s Main Street Capital MAIN Stock Holding History

V Wealth Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,915
Closed -$357K – 259
2023
Q2 		$357K Buy
8,915
+205
+2% +$8.13K 0.06% 253
2023
Q1 		$344K Hold
8,710
– – 0.06% 258
2022
Q4 		$322K Buy
8,710
+1,315
+18% +$48.1K 0.07% 266
2022
Q3 		$249K Buy
7,395
+200
+3% +$8.24K 0.05% 319
2022
Q2 		$277K Hold
7,195
– – 0.05% 326
2022
Q1 		$307K Sell
7,195
-450
-6% -$19.3K 0.05% 342
2021
Q4 		$343K Buy
7,645
+450
+6% +$19.8K 0.05% 333
2021
Q3 		$296K Sell
7,195
-650
-8% -$27K 0.05% 359
2021
Q2 		$323K Sell
7,845
-8,315
-51% -$346K 0.05% 349
2021
Q1 		$633K Sell
16,160
-140
-0.9% -$4.92K 0.12% 200
2020
Q4 		$526K Buy
+16,300
New +$501K 0.11% 203
2020
Q3 		– Sell
-15,535
Closed -$484K – 265
2020
Q2 		$484K Buy
15,535
+1,050
+7% +$29.6K 0.13% 188
2020
Q1 		$297K Buy
14,485
+5,490
+61% +$205K 0.09% 222
2019
Q4 		$389K Hold
8,995
– – 0.14% 175
2019
Q3 		$389K Hold
8,995
– – 0.14% 175
2019
Q2 		$369K Hold
8,995
– – 0.14% 168
2019
Q1 		$346K Buy
8,995
+1,140
+15% +$42.4K 0.14% 162
2018
Q4 		$282K Buy
+7,855
New +$292K 0.14% 163
2017
Q3 		– Sell
-3,600
Closed -$139K – 498
2017
Q2 		$139K Buy
+3,600
New +$140K 0.07% 209

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return