VWA
V Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,711
| Closed | -$286K | – | 317 |
|
|
2023
Q2 | $286K | Sell |
3,711
-212
| -5% | -$16.4K | 0.05% | 294 |
|
|
2023
Q1 | $299K | Buy |
3,923
+999
| +34% | +$76.1K | 0.06% | 290 |
|
|
2022
Q4 | $217K | Buy |
+2,924
| New | +$217K | 0.04% | 328 |
|
|
2022
Q2 | – | Sell |
-27,618
| Closed | -$2.3M | – | 458 |
|
|
2022
Q1 | $2.3M | Sell |
27,618
-12,035
| -30% | -$1M | 0.37% | 54 |
|
|
2021
Q4 | $3.36M | Sell |
39,653
-10
| -0% | -$847 | 0.49% | 38 |
|
|
2021
Q3 | $3.25M | Buy |
+39,663
| New | +$3.25M | 0.5% | 34 |
|