V Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33,538
| Closed | -$1.16M | – | 412 |
|
|
2022
Q2 | $1.16M | Buy |
33,538
+7,554
| +29% | +$262K | 0.22% | 115 |
|
|
2022
Q1 | $1.01M | Sell |
25,984
-48
| -0.2% | -$1.87K | 0.16% | 148 |
|
|
2021
Q4 | $1.07M | Sell |
26,032
-984
| -4% | -$40.5K | 0.16% | 149 |
|
|
2021
Q3 | $1.12M | Buy |
27,016
+1,334
| +5% | +$55.4K | 0.17% | 137 |
|
|
2021
Q2 | $1.07M | Buy |
25,682
+3,774
| +17% | +$157K | 0.17% | 143 |
|
|
2021
Q1 | $902K | Sell |
21,908
-137
| -0.6% | -$5.64K | 0.17% | 154 |
|
|
2020
Q4 | $910K | Buy |
22,045
+13,325
| +153% | +$550K | 0.19% | 144 |
|
|
2020
Q3 | $344K | Buy |
8,720
+297
| +4% | +$11.7K | 0.24% | 110 |
|
|
2020
Q2 | $322K | Buy |
+8,423
| New | +$322K | 0.08% | 254 |
|
|
2020
Q1 | – | Sell |
-16,678
| Closed | -$683K | – | 370 |
|
|
2019
Q4 | $683K | Hold |
16,678
| – | – | 0.24% | 110 |
|
|
2019
Q3 | $683K | Buy |
16,678
+1,565
| +10% | +$64.1K | 0.24% | 110 |
|
|
2019
Q2 | $617K | Buy |
+15,113
| New | +$617K | 0.23% | 116 |
|