V Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

V Wealth Advisors’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$1.11K	–	397
2022 Q4	$1.11K	Sell	200 -1,100	-85%	-$21.5K	﹤0.01%	364
2022 Q3	$23K	Buy	+1,300	New	+$23K	﹤0.01%	372
2022 Q1	–	Sell	-700	Closed	-$2K	–	473
2021 Q4	$2K	Buy	+700	New	+$15.1K	﹤0.01%	454
2020 Q3	–	Sell	-2,900	Closed	-$49K	–	314
2020 Q2	$49K	Buy	+2,900	New	+$44.3K	0.01%	342
2020 Q1	–	Sell	-2,300	Closed	-$38K	–	372
2019 Q4	$38K	Hold	2,300	–	–	0.01%	294
2019 Q3	$83K	Buy	+2,300	New	+$36.6K	0.03%	294

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's SLV Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2023, closing a stake of 12,076 shares — an estimated $252K sold.

V Wealth Advisors first reported a position in SLV in Q1 2016 and held it in 28 quarters. The position peaked at $1.07M in Q2 2020. 740 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

V Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 12,076 iShares Silver Trust shares in Q3 2023, an estimated $252K.
V Wealth Advisors first reported a position in iShares Silver Trust in Q1 2016 and held it in 28 quarters.
V Wealth Advisors's iShares Silver Trust position peaked at $1.07M in Q2 2020.
740 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.