VWA
V Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,923
| Closed | -$774K | – | 328 |
|
|
2023
Q2 | $774K | Sell |
17,923
-92
| -0.5% | -$3.97K | 0.13% | 151 |
|
|
2023
Q1 | $734K | Buy |
18,015
+12,434
| +223% | +$506K | 0.14% | 150 |
|
|
2022
Q4 | $217K | Buy |
+5,581
| New | +$217K | 0.04% | 329 |
|
|
2017
Q1 | – | Sell |
-2,816
| Closed | -$308K | – | 204 |
|
|
2016
Q4 | $308K | Sell |
2,816
-36
| -1% | -$3.94K | 0.23% | 126 |
|
|
2016
Q3 | $293K | Sell |
2,852
-15
| -0.5% | -$1.54K | 0.24% | 122 |
|
|
2016
Q2 | $288K | Sell |
2,867
-10
| -0.3% | -$1.01K | 0.24% | 120 |
|
|
2016
Q1 | $280K | Buy |
+2,877
| New | +$280K | 0.22% | 103 |
|