VWA
V Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,545
| Closed | -$290K | – | 337 |
|
|
2023
Q2 | $290K | Sell |
9,545
-168
| -2% | -$5.1K | 0.05% | 290 |
|
|
2023
Q1 | $331K | Sell |
9,713
-656
| -6% | -$22.4K | 0.06% | 268 |
|
|
2022
Q4 | $446K | Sell |
10,369
-13,562
| -57% | -$584K | 0.09% | 201 |
|
|
2022
Q3 | $1.04M | Buy |
23,931
+2,160
| +10% | +$94.1K | 0.21% | 106 |
|
|
2022
Q2 | $1.03M | Buy |
21,771
+11,634
| +115% | +$551K | 0.19% | 128 |
|
|
2022
Q1 | $575K | Hold |
10,137
| – | – | 0.09% | 217 |
|
|
2021
Q4 | $594K | Buy |
10,137
+1
| +0% | +$59 | 0.09% | 227 |
|
|
2021
Q3 | $595K | Sell |
10,136
-273
| -3% | -$16K | 0.09% | 231 |
|
|
2021
Q2 | $578K | Buy |
10,409
+935
| +10% | +$51.9K | 0.09% | 242 |
|
|
2021
Q1 | $552K | Sell |
9,474
-54
| -0.6% | -$3.15K | 0.1% | 232 |
|
|
2020
Q4 | $457K | Buy |
+9,528
| New | +$457K | 0.09% | 223 |
|
|
2020
Q3 | – | Sell |
-9,541
| Closed | -$358K | – | 323 |
|
|
2020
Q2 | $358K | Sell |
9,541
-12,991
| -58% | -$487K | 0.09% | 236 |
|
|
2020
Q1 | $695K | Buy |
+22,532
| New | +$695K | 0.22% | 120 |
|
|
2019
Q4 | – | Sell |
-11,305
| Closed | -$603K | – | 286 |
|
|
2019
Q3 | $603K | Sell |
11,305
-901
| -7% | -$48.1K | 0.22% | 117 |
|
|
2019
Q2 | $602K | Buy |
12,206
+285
| +2% | +$14.1K | 0.23% | 119 |
|
|
2019
Q1 | $594K | Buy |
11,921
+817
| +7% | +$40.7K | 0.24% | 105 |
|
|
2018
Q4 | $507K | Sell |
11,104
-1,000
| -8% | -$45.7K | 0.26% | 96 |
|
|
2018
Q3 | $587K | Buy |
+12,104
| New | +$587K | 0.27% | 98 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$11K | – | 649 |
|
|
2017
Q2 | $11K | Buy |
+250
| New | +$11K | 0.01% | 553 |
|