VWA
V Wealth Advisors’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,296
| Closed | -$228K | – | 329 |
|
|
2023
Q2 | $228K | Buy |
6,296
+21
| +0.3% | +$760 | 0.04% | 338 |
|
|
2023
Q1 | $209K | Buy |
+6,275
| New | +$209K | 0.04% | 355 |
|
|
2022
Q2 | – | Sell |
-2,062
| Closed | -$229K | – | 461 |
|
|
2022
Q1 | $229K | Buy |
2,062
+100
| +5% | +$11.1K | 0.04% | 393 |
|
|
2021
Q4 | $231K | Buy |
+1,962
| New | +$231K | 0.03% | 409 |
|