V Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,487
| Closed | -$202K | – | 312 |
|
|
2023
Q2 | $202K | Sell |
2,487
-10,135
| -80% | -$822K | 0.03% | 365 |
|
|
2023
Q1 | $1.04M | Buy |
12,622
+684
| +6% | +$56.2K | 0.19% | 113 |
|
|
2022
Q4 | $969K | Buy |
11,938
+9,064
| +315% | +$736K | 0.2% | 117 |
|
|
2022
Q3 | $234K | Buy |
2,874
+24
| +0.8% | +$1.95K | 0.05% | 330 |
|
|
2022
Q2 | $236K | Buy |
+2,850
| New | +$236K | 0.04% | 355 |
|
|
2017
Q3 | – | Sell |
-2,102
| Closed | -$178K | – | 615 |
|
|
2017
Q2 | $178K | Buy |
+2,102
| New | +$178K | 0.08% | 187 |
|
|
2017
Q1 | – | Sell |
-8,941
| Closed | -$756K | – | 202 |
|
|
2016
Q4 | $756K | Buy |
8,941
+2,257
| +34% | +$191K | 0.55% | 61 |
|
|
2016
Q3 | $568K | Buy |
6,684
+14
| +0.2% | +$1.19K | 0.46% | 67 |
|
|
2016
Q2 | $569K | Sell |
6,670
-8,960
| -57% | -$764K | 0.47% | 70 |
|
|
2016
Q1 | $1.33M | Buy |
+15,630
| New | +$1.33M | 1.06% | 33 |
|