VWA
V Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $589K | Sell |
12,280
-626
| -5% | -$30K | 0.47% | 48 |
|
|
2023
Q2 | $636K | Sell |
12,906
-3,256
| -20% | -$160K | 0.11% | 173 |
|
|
2023
Q1 | $815K | Sell |
16,162
-668
| -4% | -$33.7K | 0.15% | 141 |
|
|
2022
Q4 | $829K | Hold |
16,830
| – | – | 0.17% | 135 |
|
|
2022
Q3 | $827K | Sell |
16,830
-8
| -0% | -$393 | 0.17% | 135 |
|
|
2022
Q2 | $869K | Sell |
16,838
-120
| -0.7% | -$6.19K | 0.16% | 149 |
|
|
2022
Q1 | $903K | Sell |
16,958
-84
| -0.5% | -$4.47K | 0.14% | 163 |
|
|
2021
Q4 | $957K | Sell |
17,042
-1,219
| -7% | -$68.5K | 0.14% | 164 |
|
|
2021
Q3 | $1.04M | Sell |
18,261
-2,618
| -13% | -$149K | 0.16% | 146 |
|
|
2021
Q2 | $1.19M | Sell |
20,879
-190
| -0.9% | -$10.8K | 0.19% | 134 |
|
|
2021
Q1 | $1.19M | Sell |
21,069
-586
| -3% | -$33.1K | 0.22% | 117 |
|
|
2020
Q4 | $1.26M | Buy |
21,655
+627
| +3% | +$36.5K | 0.26% | 102 |
|
|
2020
Q3 | $1.23M | Hold |
21,028
| – | – | 0.85% | 31 |
|
|
2020
Q2 | $1.24M | Buy |
21,028
+4,646
| +28% | +$273K | 0.32% | 77 |
|
|
2020
Q1 | $963K | Buy |
16,382
+3,734
| +30% | +$220K | 0.3% | 81 |
|
|
2019
Q4 | $703K | Hold |
12,648
| – | – | 0.25% | 109 |
|
|
2019
Q3 | $703K | Buy |
12,648
+1,416
| +13% | +$78.7K | 0.25% | 109 |
|
|
2019
Q2 | $615K | Buy |
11,232
+7,224
| +180% | +$396K | 0.23% | 117 |
|
|
2019
Q1 | $215K | Buy |
+4,008
| New | +$215K | 0.09% | 232 |
|