VWA
V Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.58M | Sell |
12,819
-20,395
| -61% | -$8.87M | 4.47% | 5 |
|
|
2023
Q2 | $14.1M | Sell |
33,214
-728
| -2% | -$308K | 2.34% | 6 |
|
|
2023
Q1 | $9.43M | Buy |
33,942
+1,002
| +3% | +$278K | 1.77% | 10 |
|
|
2022
Q4 | $4.81M | Buy |
32,940
+7,845
| +31% | +$1.15M | 1% | 18 |
|
|
2022
Q3 | $3.05M | Buy |
25,095
+349
| +1% | +$42.4K | 0.61% | 26 |
|
|
2022
Q2 | $3.75M | Buy |
24,746
+1,720
| +7% | +$261K | 0.71% | 22 |
|
|
2022
Q1 | $6.28M | Buy |
23,026
+1,174
| +5% | +$320K | 1.01% | 16 |
|
|
2021
Q4 | $6.43M | Buy |
21,852
+737
| +3% | +$217K | 0.94% | 16 |
|
|
2021
Q3 | $4.37M | Buy |
21,115
+15,772
| +295% | +$3.27M | 0.68% | 22 |
|
|
2021
Q2 | $4.27M | Sell |
5,343
-97
| -2% | -$77.6K | 0.68% | 22 |
|
|
2021
Q1 | $2.9M | Sell |
5,440
-138
| -2% | -$73.7K | 0.53% | 31 |
|
|
2020
Q4 | $2.91M | Buy |
5,578
+2,673
| +92% | +$1.4M | 0.6% | 26 |
|
|
2020
Q3 | $1.57M | Sell |
2,905
-3,419
| -54% | -$1.85M | 1.09% | 22 |
|
|
2020
Q2 | $2.4M | Sell |
6,324
-707
| -10% | -$269K | 0.62% | 27 |
|
|
2020
Q1 | $1.85M | Buy |
7,031
+4,649
| +195% | +$1.23M | 0.58% | 29 |
|
|
2019
Q4 | $415K | Hold |
2,382
| – | – | 0.15% | 163 |
|
|
2019
Q3 | $415K | Buy |
2,382
+97
| +4% | +$16.9K | 0.15% | 164 |
|
|
2019
Q2 | $375K | Buy |
2,285
+125
| +6% | +$20.5K | 0.14% | 166 |
|
|
2019
Q1 | $414K | Sell |
2,160
-152
| -7% | -$29.1K | 0.17% | 140 |
|
|
2018
Q4 | $322K | Buy |
2,312
+398
| +21% | +$55.4K | 0.16% | 146 |
|
|
2018
Q3 | $536K | Buy |
1,914
+29
| +2% | +$8.12K | 0.25% | 104 |
|
|
2018
Q2 | $478K | Buy |
1,885
+81
| +4% | +$20.5K | 0.27% | 100 |
|
|
2018
Q1 | $398K | Buy |
1,804
+84
| +5% | +$18.5K | 0.21% | 119 |
|
|
2017
Q4 | $380K | Buy |
1,720
+242
| +16% | +$53.5K | 0.19% | 128 |
|
|
2017
Q3 | $264K | Sell |
1,478
-50
| -3% | -$8.93K | 0.13% | 151 |
|
|
2017
Q2 | $221K | Buy |
+1,528
| New | +$221K | 0.1% | 166 |
|
|
2017
Q1 | – | Sell |
-2,578
| Closed | -$275K | – | 199 |
|
|
2016
Q4 | $275K | Buy |
+2,578
| New | +$275K | 0.2% | 139 |
|
|
2016
Q3 | – | Sell |
-22,194
| Closed | -$1.04M | – | 173 |
|
|
2016
Q2 | $1.04M | Sell |
22,194
-2,409
| -10% | -$113K | 0.86% | 39 |
|
|
2016
Q1 | $877K | Buy |
+24,603
| New | +$877K | 0.7% | 47 |
|