VWA
V Wealth Advisors’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,643
| Closed | -$1.41M | – | 455 |
|
|
2022
Q1 | $1.41M | Sell |
7,643
-466
| -6% | -$86K | 0.23% | 111 |
|
|
2021
Q4 | $1.46M | Buy |
8,109
+119
| +1% | +$21.4K | 0.21% | 107 |
|
|
2021
Q3 | $1.28M | Buy |
7,990
+380
| +5% | +$60.8K | 0.2% | 121 |
|
|
2021
Q2 | $1.25M | Buy |
7,610
+2,424
| +47% | +$398K | 0.2% | 122 |
|
|
2021
Q1 | $809K | Buy |
+5,186
| New | +$809K | 0.15% | 170 |
|