VWA
V Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,753
| Closed | -$208K | – | 358 |
|
|
2019
Q4 | $208K | Hold |
1,753
| – | – | 0.07% | 265 |
|
|
2019
Q3 | $208K | Buy |
+1,753
| New | +$208K | 0.07% | 267 |
|
|
2019
Q2 | – | Sell |
-1,921
| Closed | -$229K | – | 283 |
|
|
2019
Q1 | $229K | Sell |
1,921
-908
| -32% | -$108K | 0.09% | 221 |
|
|
2018
Q4 | $294K | Buy |
2,829
+2
| +0.1% | +$208 | 0.15% | 154 |
|
|
2018
Q3 | $341K | Buy |
2,827
+1
| +0% | +$121 | 0.16% | 154 |
|
|
2018
Q2 | $333K | Buy |
2,826
+41
| +1% | +$4.83K | 0.19% | 134 |
|
|
2018
Q1 | $297K | Buy |
2,785
+360
| +15% | +$38.4K | 0.16% | 148 |
|
|
2017
Q4 | $269K | Buy |
2,425
+366
| +18% | +$40.6K | 0.14% | 159 |
|
|
2017
Q3 | $208K | Buy |
2,059
+174
| +9% | +$17.6K | 0.11% | 174 |
|
|
2017
Q2 | $176K | Buy |
+1,885
| New | +$176K | 0.08% | 190 |
|