VWA
V Wealth Advisors’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-27,845
| Closed | -$1.08M | – | 282 |
|
|
2019
Q1 | $1.08M | Buy |
27,845
+546
| +2% | +$21.2K | 0.44% | 65 |
|
|
2018
Q4 | $947K | Sell |
27,299
-143
| -0.5% | -$4.96K | 0.48% | 58 |
|
|
2018
Q3 | $1.06M | Buy |
27,442
+2,620
| +11% | +$101K | 0.49% | 54 |
|
|
2018
Q2 | $963K | Sell |
24,822
-65
| -0.3% | -$2.52K | 0.54% | 52 |
|
|
2018
Q1 | $862K | Sell |
24,887
-645
| -3% | -$22.3K | 0.46% | 59 |
|
|
2017
Q4 | $947K | Buy |
+25,532
| New | +$947K | 0.48% | 55 |
|