VWA
V Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,022
| Closed | -$171K | – | 285 |
|
|
2023
Q2 | $171K | Sell |
15,022
-397
| -3% | -$4.51K | 0.03% | 372 |
|
|
2023
Q1 | $177K | Buy |
15,419
+71
| +0.5% | +$815 | 0.03% | 366 |
|
|
2022
Q4 | $172K | Buy |
15,348
+74
| +0.5% | +$827 | 0.04% | 350 |
|
|
2022
Q3 | $181K | Buy |
15,274
+722
| +5% | +$8.56K | 0.04% | 355 |
|
|
2022
Q2 | $180K | Sell |
14,552
-481
| -3% | -$5.95K | 0.03% | 393 |
|
|
2022
Q1 | $204K | Sell |
15,033
-219
| -1% | -$2.97K | 0.03% | 424 |
|
|
2021
Q4 | $229K | Buy |
15,252
+1,746
| +13% | +$26.2K | 0.03% | 413 |
|
|
2021
Q3 | $203K | Buy |
13,506
+3,203
| +31% | +$48.1K | 0.03% | 444 |
|
|
2021
Q2 | $157K | Buy |
+10,303
| New | +$157K | 0.03% | 454 |
|