VWA
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V Wealth Advisors’s Principal Financial Group PFG Stock Holding History

V Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,995
Closed -$649K – 393
2022
Q3 		$649K Buy
8,995
+304
+3% +$21.9K 0.13% 155
2022
Q2 		$581K Buy
+8,691
New +$581K 0.11% 196