V Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $263K | Sell |
14,888
-1,665
| -10% | -$29.5K | 0.21% | 88 |
|
|
2023
Q2 | $304K | Sell |
16,553
-4,458
| -21% | -$81.9K | 0.05% | 284 |
|
|
2023
Q1 | $396K | Hold |
21,011
| – | – | 0.07% | 236 |
|
|
2022
Q4 | $367K | Hold |
21,011
| – | – | 0.08% | 245 |
|
|
2022
Q3 | $335K | Sell |
21,011
-100
| -0.5% | -$1.59K | 0.07% | 264 |
|
|
2022
Q2 | $365K | Hold |
21,111
| – | – | 0.07% | 276 |
|
|
2022
Q1 | $392K | Sell |
21,111
-26
| -0.1% | -$483 | 0.06% | 288 |
|
|
2021
Q4 | $371K | Sell |
21,137
-27
| -0.1% | -$474 | 0.05% | 322 |
|
|
2021
Q3 | $357K | Sell |
21,164
-810
| -4% | -$13.7K | 0.06% | 330 |
|
|
2021
Q2 | $373K | Hold |
21,974
| – | – | 0.06% | 328 |
|
|
2021
Q1 | $360K | Sell |
21,974
-22
| -0.1% | -$360 | 0.07% | 312 |
|
|
2020
Q4 | $403K | Buy |
21,996
+1,147
| +6% | +$21K | 0.08% | 245 |
|
|
2020
Q3 | $378K | Buy |
+20,849
| New | +$378K | 0.26% | 99 |
|