VWA
V Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.69M | Sell |
11,701
-25,449
| -69% | -$5.85M | 2.16% | 10 |
|
|
2023
Q2 | $8.82M | Sell |
37,150
-97
| -0.3% | -$23K | 1.47% | 13 |
|
|
2023
Q1 | $8.4M | Buy |
37,247
+1,011
| +3% | +$228K | 1.57% | 12 |
|
|
2022
Q4 | $7.53M | Buy |
36,236
+3,216
| +10% | +$668K | 1.56% | 13 |
|
|
2022
Q3 | $5.87M | Sell |
33,020
-1,374
| -4% | -$244K | 1.17% | 14 |
|
|
2022
Q2 | $6.77M | Buy |
34,394
+249
| +0.7% | +$49K | 1.28% | 10 |
|
|
2022
Q1 | $7.57M | Buy |
34,145
+210
| +0.6% | +$46.6K | 1.21% | 13 |
|
|
2021
Q4 | $7.35M | Sell |
33,935
-799
| -2% | -$173K | 1.08% | 15 |
|
|
2021
Q3 | $7.74M | Sell |
34,734
-978
| -3% | -$218K | 1.2% | 9 |
|
|
2021
Q2 | $8.35M | Buy |
35,712
+830
| +2% | +$194K | 1.33% | 7 |
|
|
2021
Q1 | $7.39M | Buy |
34,882
+2,034
| +6% | +$431K | 1.36% | 8 |
|
|
2020
Q4 | $7.19M | Buy |
32,848
+20,733
| +171% | +$4.54M | 1.49% | 8 |
|
|
2020
Q3 | $2.42M | Sell |
12,115
-20,316
| -63% | -$4.06M | 1.68% | 9 |
|
|
2020
Q2 | $6.27M | Sell |
32,431
-501
| -2% | -$96.8K | 1.63% | 7 |
|
|
2020
Q1 | $5.31M | Buy |
32,932
+12,860
| +64% | +$2.07M | 1.66% | 9 |
|
|
2019
Q4 | $3.45M | Hold |
20,072
| – | – | 1.23% | 13 |
|
|
2019
Q3 | $3.45M | Sell |
20,072
-75
| -0.4% | -$12.9K | 1.23% | 13 |
|
|
2019
Q2 | $3.51M | Sell |
20,147
-127
| -0.6% | -$22.1K | 1.33% | 12 |
|
|
2019
Q1 | $3.26M | Buy |
20,274
+1,216
| +6% | +$195K | 1.32% | 12 |
|
|
2018
Q4 | $2.61M | Sell |
19,058
-1,140
| -6% | -$156K | 1.33% | 11 |
|
|
2018
Q3 | $3.04M | Buy |
20,198
+1,012
| +5% | +$152K | 1.4% | 9 |
|
|
2018
Q2 | $2.63M | Buy |
19,186
+1,043
| +6% | +$143K | 1.47% | 10 |
|
|
2018
Q1 | $2.14M | Buy |
18,143
+584
| +3% | +$69K | 1.14% | 18 |
|
|
2017
Q4 | $2.1M | Buy |
17,559
+701
| +4% | +$84K | 1.06% | 30 |
|
|
2017
Q3 | $1.77M | Buy |
16,858
+9,175
| +119% | +$964K | 0.9% | 34 |
|
|
2017
Q2 | $721K | Sell |
7,683
-2,193
| -22% | -$206K | 0.34% | 67 |
|
|
2017
Q1 | $877K | Buy |
9,876
+1,915
| +24% | +$170K | 0.54% | 56 |
|
|
2016
Q4 | $623K | Sell |
7,961
-210
| -3% | -$16.4K | 0.46% | 71 |
|
|
2016
Q3 | $675K | Sell |
8,171
-739
| -8% | -$61K | 0.55% | 62 |
|
|
2016
Q2 | $660K | Sell |
8,910
-2,084
| -19% | -$154K | 0.54% | 64 |
|
|
2016
Q1 | $845K | Buy |
+10,994
| New | +$845K | 0.68% | 51 |
|