VWA
V Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93,967
| Closed | -$2.81M | – | 323 |
|
|
2023
Q2 | $2.81M | Buy |
93,967
+202
| +0.2% | +$6.04K | 0.47% | 41 |
|
|
2023
Q1 | $2.9M | Buy |
93,765
+1,451
| +2% | +$44.8K | 0.54% | 35 |
|
|
2022
Q4 | $2.68M | Buy |
92,314
+1,999
| +2% | +$58K | 0.55% | 34 |
|
|
2022
Q3 | $2.68M | Buy |
90,315
+2,176
| +2% | +$64.5K | 0.54% | 32 |
|
|
2022
Q2 | $2.92M | Buy |
88,139
+3,031
| +4% | +$100K | 0.55% | 32 |
|
|
2022
Q1 | $3.22M | Sell |
85,108
-7,525
| -8% | -$285K | 0.52% | 31 |
|
|
2021
Q4 | $3.9M | Sell |
92,633
-2,847
| -3% | -$120K | 0.57% | 30 |
|
|
2021
Q3 | $3.94M | Buy |
95,480
+2,416
| +3% | +$99.7K | 0.61% | 25 |
|
|
2021
Q2 | $3.85M | Buy |
93,064
+12,155
| +15% | +$503K | 0.61% | 26 |
|
|
2021
Q1 | $3.15M | Buy |
80,909
+34,025
| +73% | +$1.33M | 0.58% | 25 |
|
|
2020
Q4 | $2.12M | Buy |
+46,884
| New | +$2.12M | 0.44% | 48 |
|