VWA
V Wealth Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,431
| Closed | -$395K | – | 473 |
|
|
2021
Q1 | $395K | Sell |
11,431
-26,960
| -70% | -$932K | 0.07% | 293 |
|
|
2020
Q4 | $1.26M | Buy |
38,391
+18,085
| +89% | +$594K | 0.26% | 101 |
|
|
2020
Q3 | $615K | Sell |
20,306
-16,209
| -44% | -$491K | 0.43% | 64 |
|
|
2020
Q2 | $1.03M | Buy |
+36,515
| New | +$1.03M | 0.27% | 92 |
|