V Wealth Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

V Wealth Advisors’s Portfolio NOBL Stock Details NOBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,524	Closed	-$402K	–	275
2023 Q2	$402K	Sell	8,524 -1,090	-11%	-$49.9K	0.07%	227
2023 Q1	$439K	Buy	9,614 +8	+0.1%	+$364	0.08%	216
2022 Q4	$432K	Sell	9,606 -2,040	-18%	-$90.7K	0.09%	210
2022 Q3	$466K	Sell	11,646 -9,488	-45%	-$419K	0.09%	210
2022 Q2	$902K	Buy	21,134 +774	+4%	+$35.2K	0.17%	146
2022 Q1	$966K	Buy	20,360 +6,994	+52%	+$328K	0.15%	156
2021 Q4	$657K	Sell	13,366 -5,930	-31%	-$280K	0.1%	206
2021 Q3	$854K	Buy	19,296 +444	+2%	+$20.5K	0.13%	171
2021 Q2	$853K	Sell	18,852 -506	-3%	-$22.9K	0.14%	177
2021 Q1	$834K	Buy	19,358 +940	+5%	+$38.7K	0.15%	163
2020 Q4	$736K	Buy	+18,418	New	+$710K	0.15%	163
2020 Q3	–	Sell	-20,554	Closed	-$692K	–	279
2020 Q2	$692K	Sell	20,554 -7,096	-26%	-$228K	0.18%	143
2020 Q1	$797K	Sell	27,650 -10,516	-28%	-$367K	0.25%	110
2019 Q4	$1.37M	Hold	38,166	–	–	0.49%	54
2019 Q3	$1.37M	Sell	38,166 -5,654	-13%	-$198K	0.49%	54
2019 Q2	$1.52M	Buy	43,820 +7,096	+19%	+$242K	0.58%	48
2019 Q1	$1.26M	Buy	+36,724	New	+$1.19M	0.51%	54

Other funds holding NOBL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

V Wealth Advisors's NOBL Position: Q3 2023 in Review

V Wealth Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2023, closing a stake of 8,524 shares — an estimated $402K sold.

V Wealth Advisors first reported a position in NOBL in Q1 2019 and held it in 17 quarters. The position peaked at $1.52M in Q2 2019. 647 funds tracked by Wall St. Rank hold NOBL as of Q3 2023.

V Wealth Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 8,524 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2023, an estimated $402K.
V Wealth Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2019 and held it in 17 quarters.
V Wealth Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $1.52M in Q2 2019.
647 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.