VWA
V Wealth Advisors’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,850
| Closed | -$218K | – | 276 |
|
|
2023
Q2 | $218K | Buy |
+2,850
| New | +$218K | 0.04% | 349 |
|
|
2023
Q1 | – | Sell |
-3,350
| Closed | -$201K | – | 389 |
|
|
2022
Q4 | $201K | Hold |
3,350
| – | – | 0.04% | 347 |
|
|
2022
Q3 | $207K | Sell |
3,350
-400
| -11% | -$24.7K | 0.04% | 345 |
|
|
2022
Q2 | $245K | Sell |
3,750
-200
| -5% | -$13.1K | 0.05% | 348 |
|
|
2022
Q1 | $328K | Hold |
3,950
| – | – | 0.05% | 329 |
|
|
2021
Q4 | $363K | Sell |
3,950
-500
| -11% | -$45.9K | 0.05% | 325 |
|
|
2021
Q3 | $399K | Sell |
4,450
-410
| -8% | -$36.8K | 0.06% | 304 |
|
|
2021
Q2 | $398K | Buy |
4,860
+10
| +0.2% | +$819 | 0.06% | 318 |
|
|
2021
Q1 | $352K | Hold |
4,850
| – | – | 0.06% | 316 |
|
|
2020
Q4 | $321K | Buy |
+4,850
| New | +$321K | 0.07% | 296 |
|