VWA
V Wealth Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Sell |
4,120
-2,003
| -33% | -$104K | 0.17% | 103 |
|
|
2023
Q2 | $331K | Buy |
6,123
+3
| +0% | +$162 | 0.06% | 276 |
|
|
2023
Q1 | $293K | Buy |
6,120
+4
| +0.1% | +$192 | 0.06% | 293 |
|
|
2022
Q4 | $251K | Buy |
+6,116
| New | +$251K | 0.05% | 303 |
|
|
2022
Q2 | – | Sell |
-5,720
| Closed | -$318K | – | 445 |
|
|
2022
Q1 | $318K | Sell |
5,720
-1,778
| -24% | -$98.8K | 0.05% | 333 |
|
|
2021
Q4 | $457K | Buy |
7,498
+2,928
| +64% | +$178K | 0.07% | 273 |
|
|
2021
Q3 | $256K | Buy |
4,570
+450
| +11% | +$25.2K | 0.04% | 383 |
|
|
2021
Q2 | $232K | Buy |
4,120
+3,708
| +900% | +$209K | 0.04% | 418 |
|
|
2021
Q1 | $212K | Hold |
412
| – | – | 0.04% | 397 |
|
|
2020
Q4 | $207K | Buy |
+412
| New | +$207K | 0.04% | 358 |
|