VWA
SAFE

V Wealth Advisors’s Safehold SAFE Stock Holding History

V Wealth Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,874
Closed -$89.3K – 393
2022
Q4 		$89.3K Sell
1,874
-532
-22% -$25.4K 0.02% 357
2022
Q3 		$108K Buy
+2,406
New +$108K 0.02% 362