VWA
SH icon

V Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

V Wealth Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,790
Closed -$475K – 547
2021
Q3 		$475K Sell
7,790
-855
-10% -$51K 0.07% 274
2021
Q2 		$532K Sell
8,645
-262
-3% -$16.6K 0.08% 262
2021
Q1 		$597K Buy
8,907
+87
+1% +$6.04K 0.11% 214
2020
Q4 		$634K Buy
+8,820
New +$674K 0.13% 180
2020
Q3 		– Sell
-8,141
Closed -$728K – 310
2020
Q2 		$728K Buy
+8,141
New +$782K 0.19% 134
2020
Q1 		– Sell
-8,611
Closed -$900K – 371
2019
Q4 		$900K Hold
8,611
– – 0.32% 80
2019
Q3 		$900K Buy
8,611
+462
+6% +$48.8K 0.32% 80
2019
Q2 		$872K Buy
8,149
+1,988
+32% +$217K 0.33% 83
2019
Q1 		$663K Buy
+6,161
New +$712K 0.27% 98
2018
Q4 		– Sell
-3,615
Closed -$394K – 231
2018
Q3 		$394K Sell
3,615
-171
-5% -$19.2K 0.18% 137
2018
Q2 		$434K Hold
3,786
– – 0.24% 110
2018
Q1 		$469K Hold
3,786
– – 0.25% 107
2017
Q4 		$441K Sell
3,786
-613
-14% -$76.2K 0.22% 112
2017
Q3 		$565K Buy
4,399
+38
+0.9% +$5K 0.29% 86
2017
Q2 		$587K Buy
4,361
+250
+6% +$33.9K 0.28% 80
2017
Q1 		$566K Buy
4,111
+22
+0.5% +$3.09K 0.35% 80
2016
Q4 		$598K Buy
4,089
+1,420
+53% +$214K 0.44% 74
2016
Q3 		$408K Sell
2,669
-29
-1% -$4.45K 0.33% 91
2016
Q2 		$427K Buy
2,698
+1,435
+114% +$232K 0.35% 88
2016
Q1 		$206K Buy
+1,263
New +$219K 0.16% 137

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

V Wealth Advisors's SH Position: Q4 2021 in Review

V Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q4 2021, closing a stake of 7,790 shares — an estimated $475K sold.

V Wealth Advisors first reported a position in SH in Q1 2016 and held it in 20 quarters. The position peaked at $900K in Q4 2019. 152 funds tracked by Wall St. Rank hold SH as of Q4 2021.

  • V Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q4 2021 after selling out during the quarter.
  • V Wealth Advisors sold 7,790 ProShares Short S&P500 shares in Q4 2021, an estimated $475K.
  • V Wealth Advisors first reported a position in ProShares Short S&P500 in Q1 2016 and held it in 20 quarters.
  • V Wealth Advisors's ProShares Short S&P500 position peaked at $900K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.