VWA
PSMM

V Wealth Advisors’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

V Wealth Advisors’s Portfolio PSMM Stock Details PSMM Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$490K Buy
2022
Q3 		$294K Buy