VWA
V Wealth Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-44,361
| Closed | -$1.64M | – | 326 |
|
|
2023
Q2 | $1.64M | Buy |
44,361
+1,645
| +4% | +$61K | 0.27% | 75 |
|
|
2023
Q1 | $1.62M | Buy |
42,716
+31,669
| +287% | +$1.2M | 0.3% | 77 |
|
|
2022
Q4 | $437K | Hold |
11,047
| – | – | 0.09% | 206 |
|
|
2022
Q3 | $392K | Hold |
11,047
| – | – | 0.08% | 235 |
|
|
2022
Q2 | $441K | Sell |
11,047
-500
| -4% | -$20K | 0.08% | 235 |
|
|
2022
Q1 | $507K | Hold |
11,547
| – | – | 0.08% | 242 |
|
|
2021
Q4 | $486K | Hold |
11,547
| – | – | 0.07% | 261 |
|
|
2021
Q3 | $452K | Buy |
11,547
+27
| +0.2% | +$1.06K | 0.07% | 285 |
|
|
2021
Q2 | $461K | Hold |
11,520
| – | – | 0.07% | 292 |
|
|
2021
Q1 | $444K | Sell |
11,520
-302
| -3% | -$11.6K | 0.08% | 266 |
|
|
2020
Q4 | $389K | Buy |
+11,822
| New | +$389K | 0.08% | 253 |
|
|
2020
Q3 | – | Sell |
-11,822
| Closed | -$329K | – | 318 |
|
|
2020
Q2 | $329K | Hold |
11,822
| – | – | 0.09% | 248 |
|
|
2020
Q1 | $291K | Buy |
+11,822
| New | +$291K | 0.09% | 226 |
|