VWA
V Wealth Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,445
| Closed | -$1.43M | – | 327 |
|
|
2023
Q2 | $1.43M | Buy |
23,445
+324
| +1% | +$19.8K | 0.24% | 84 |
|
|
2023
Q1 | $1.28M | Sell |
23,121
-511
| -2% | -$28.3K | 0.24% | 92 |
|
|
2022
Q4 | $1.2M | Buy |
23,632
+6,891
| +41% | +$349K | 0.25% | 93 |
|
|
2022
Q3 | $839K | Buy |
16,741
+981
| +6% | +$49.2K | 0.17% | 132 |
|
|
2022
Q2 | $824K | Sell |
15,760
-3,074
| -16% | -$161K | 0.16% | 156 |
|
|
2022
Q1 | $1.25M | Buy |
18,834
+962
| +5% | +$63.7K | 0.2% | 119 |
|
|
2021
Q4 | $1.3M | Sell |
17,872
-1,128
| -6% | -$81.7K | 0.19% | 129 |
|
|
2021
Q3 | $1.22M | Sell |
19,000
-104
| -0.5% | -$6.66K | 0.19% | 129 |
|
|
2021
Q2 | $1.2M | Buy |
19,104
+852
| +5% | +$53.7K | 0.19% | 133 |
|
|
2021
Q1 | $1.03M | Buy |
18,252
+414
| +2% | +$23.3K | 0.19% | 134 |
|
|
2020
Q4 | $986K | Buy |
17,838
+5,246
| +42% | +$290K | 0.2% | 131 |
|
|
2020
Q3 | $631K | Sell |
12,592
-27,202
| -68% | -$1.36M | 0.44% | 61 |
|
|
2020
Q2 | $1.79M | Buy |
39,794
+25,483
| +178% | +$1.14M | 0.46% | 47 |
|
|
2020
Q1 | $511K | Buy |
14,311
+1,560
| +12% | +$55.7K | 0.16% | 145 |
|
|
2019
Q4 | $496K | Hold |
12,751
| – | – | 0.18% | 135 |
|
|
2019
Q3 | $496K | Buy |
+12,751
| New | +$496K | 0.18% | 136 |
|
|
2017
Q1 | – | Sell |
-2,738
| Closed | -$288K | – | 203 |
|
|
2016
Q4 | $288K | Sell |
2,738
-145
| -5% | -$15.3K | 0.21% | 131 |
|
|
2016
Q3 | $303K | Sell |
2,883
-48
| -2% | -$5.05K | 0.24% | 119 |
|
|
2016
Q2 | $296K | Hold |
2,931
| – | – | 0.24% | 118 |
|
|
2016
Q1 | $295K | Buy |
+2,931
| New | +$295K | 0.24% | 97 |
|