VWA
V Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,468
| Closed | -$467K | – | 268 |
|
|
2023
Q2 | $467K | Buy |
5,468
+966
| +21% | +$82.5K | 0.08% | 210 |
|
|
2023
Q1 | $395K | Buy |
4,502
+11
| +0.2% | +$966 | 0.07% | 237 |
|
|
2022
Q4 | $382K | Sell |
4,491
-383
| -8% | -$32.6K | 0.08% | 238 |
|
|
2022
Q3 | $385K | Sell |
4,874
-450
| -8% | -$35.5K | 0.08% | 241 |
|
|
2022
Q2 | $405K | Buy |
5,324
+389
| +8% | +$29.6K | 0.08% | 257 |
|
|
2022
Q1 | $431K | Sell |
4,935
-359
| -7% | -$31.4K | 0.07% | 270 |
|
|
2021
Q4 | $520K | Buy |
5,294
+161
| +3% | +$15.8K | 0.08% | 246 |
|
|
2021
Q3 | $499K | Sell |
5,133
-1,109
| -18% | -$108K | 0.08% | 266 |
|
|
2021
Q2 | $572K | Buy |
6,242
+1,387
| +29% | +$127K | 0.09% | 244 |
|
|
2021
Q1 | $377K | Sell |
4,855
-428
| -8% | -$33.2K | 0.07% | 304 |
|
|
2020
Q4 | $362K | Buy |
+5,283
| New | +$362K | 0.07% | 272 |
|
|
2020
Q3 | – | Sell |
-6,183
| Closed | -$299K | – | 270 |
|
|
2020
Q2 | $299K | Buy |
+6,183
| New | +$299K | 0.08% | 271 |
|
|
2018
Q3 | – | Sell |
-4,293
| Closed | -$206K | – | 240 |
|
|
2018
Q2 | $206K | Buy |
+4,293
| New | +$206K | 0.12% | 189 |
|
|
2018
Q1 | – | Sell |
-4,056
| Closed | -$221K | – | 218 |
|
|
2017
Q4 | $221K | Buy |
+4,056
| New | +$221K | 0.11% | 184 |
|
|
2017
Q3 | – | Sell |
-2,399
| Closed | -$106K | – | 517 |
|
|
2017
Q2 | $106K | Buy |
+2,399
| New | +$106K | 0.05% | 236 |
|