VWA
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V Wealth Advisors’s Medtronic MDT Stock Holding History

V Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,727
Closed -$624K – 389
2022
Q3 		$624K Sell
7,727
-4,511
-37% -$405K 0.12% 163
2022
Q2 		$1.1M Buy
12,238
+300
+3% +$30.4K 0.21% 121
2022
Q1 		$1.32M Buy
11,938
+6,356
+114% +$671K 0.21% 115
2021
Q4 		$578K Buy
5,582
+90
+2% +$10.4K 0.08% 234
2021
Q3 		$689K Sell
5,492
-123
-2% -$15.9K 0.11% 200
2021
Q2 		$698K Buy
5,615
+3,605
+179% +$453K 0.11% 209
2021
Q1 		$237K Sell
2,010
-120
-6% -$14.1K 0.04% 380
2020
Q4 		$250K Buy
+2,130
New +$234K 0.05% 331
2020
Q3 		– Sell
-2,687
Closed -$246K – 267
2020
Q2 		$246K Sell
2,687
-462
-15% -$44.3K 0.06% 301
2020
Q1 		$284K Buy
3,149
+471
+18% +$50.1K 0.09% 227
2019
Q4 		$291K Hold
2,678
– – 0.1% 209
2019
Q3 		$291K Buy
2,678
+118
+5% +$12.3K 0.1% 208
2019
Q2 		$252K Buy
2,560
+223
+10% +$20.4K 0.1% 219
2019
Q1 		$202K Buy
+2,337
New +$209K 0.08% 241
2018
Q4 		– Sell
-2,113
Closed -$208K – 226
2018
Q3 		$208K Buy
+2,113
New +$195K 0.1% 211
2017
Q3 		– Sell
-337
Closed -$30K – 507
2017
Q2 		$30K Buy
+337
New +$28.4K 0.01% 392

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return