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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,502
Closed -$490K – 399
2022
Q4 		$490K Buy
36,502
+13,806
+61% +$185K 0.1% 189
2022
Q3 		$294K Buy
+22,696
New +$294K 0.06% 287