VWA
V Wealth Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,932
| Closed | -$1.09M | – | 324 |
|
|
2023
Q2 | $1.09M | Sell |
19,932
-543
| -3% | -$29.6K | 0.18% | 107 |
|
|
2023
Q1 | $1.03M | Sell |
20,475
-82
| -0.4% | -$4.14K | 0.19% | 114 |
|
|
2022
Q4 | $972K | Buy |
20,557
+5,140
| +33% | +$243K | 0.2% | 115 |
|
|
2022
Q3 | $680K | Buy |
15,417
+877
| +6% | +$38.7K | 0.14% | 151 |
|
|
2022
Q2 | $676K | Buy |
14,540
+204
| +1% | +$9.48K | 0.13% | 179 |
|
|
2022
Q1 | $797K | Buy |
14,336
+755
| +6% | +$42K | 0.13% | 179 |
|
|
2021
Q4 | $794K | Sell |
13,581
-299
| -2% | -$17.5K | 0.12% | 176 |
|
|
2021
Q3 | $735K | Buy |
13,880
+1,313
| +10% | +$69.5K | 0.11% | 187 |
|
|
2021
Q2 | $663K | Buy |
12,567
+449
| +4% | +$23.7K | 0.11% | 217 |
|
|
2021
Q1 | $596K | Buy |
12,118
+573
| +5% | +$28.2K | 0.11% | 215 |
|
|
2020
Q4 | $532K | Buy |
+11,545
| New | +$532K | 0.11% | 199 |
|
|
2020
Q3 | – | Sell |
-6,645
| Closed | -$251K | – | 317 |
|
|
2020
Q2 | $251K | Buy |
6,645
+160
| +2% | +$6.04K | 0.07% | 296 |
|
|
2020
Q1 | $204K | Buy |
+6,485
| New | +$204K | 0.06% | 288 |
|