VWA
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V Wealth Advisors’s Upstart Holdings UPST Stock Holding History

V Wealth Advisors’s Portfolio UPST Stock Details UPST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,742
Closed -$241K – 348
2023
Q2 		$241K Buy
+6,742
New +$241K 0.04% 326