VWA
V Wealth Advisors’s Unum UNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,975
| Closed | -$237K | – | 345 |
|
|
2023
Q2 | $237K | Buy |
+4,975
| New | +$237K | 0.04% | 331 |
|
|
2023
Q1 | – | Sell |
-4,975
| Closed | -$204K | – | 396 |
|
|
2022
Q4 | $204K | Buy |
+4,975
| New | +$204K | 0.04% | 341 |
|
|
2021
Q3 | – | Sell |
-15,154
| Closed | -$431K | – | 496 |
|
|
2021
Q2 | $431K | Buy |
15,154
+27
| +0.2% | +$768 | 0.07% | 303 |
|
|
2021
Q1 | $421K | Sell |
15,127
-500
| -3% | -$13.9K | 0.08% | 282 |
|
|
2020
Q4 | $359K | Sell |
15,627
-989
| -6% | -$22.7K | 0.07% | 276 |
|
|
2020
Q3 | $280K | Buy |
+16,616
| New | +$280K | 0.19% | 135 |
|
|
2017
Q3 | – | Sell |
-211
| Closed | -$10K | – | 678 |
|
|
2017
Q2 | $10K | Buy |
+211
| New | +$10K | ﹤0.01% | 576 |
|