VWA
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V Wealth Advisors’s Western Digital WDC Stock Holding History

V Wealth Advisors’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,372
Closed -$250K – 422
2022
Q2 		$250K Buy
7,372
+397
+6% +$15.9K 0.05% 344
2022
Q1 		$262K Sell
6,975
-192
-3% -$7.88K 0.04% 371
2021
Q4 		$353K Sell
7,167
-926
-11% -$40.2K 0.05% 329
2021
Q3 		$346K Sell
8,093
-888
-10% -$42.2K 0.05% 335
2021
Q2 		$485K Sell
8,981
-1,758
-16% -$95.1K 0.08% 280
2021
Q1 		$542K Buy
10,739
+265
+3% +$12.4K 0.1% 236
2020
Q4 		$439K Buy
+10,474
New +$348K 0.09% 228
2020
Q3 		– Sell
-11,116
Closed -$371K – 354
2020
Q2 		$371K Sell
11,116
-2,549
-19% -$82.6K 0.1% 230
2020
Q1 		$430K Buy
13,665
+5,551
+68% +$246K 0.13% 171
2019
Q4 		$366K Hold
8,114
– – 0.13% 178
2019
Q3 		$366K Sell
8,114
-206
-2% -$8.79K 0.13% 178
2019
Q2 		$303K Sell
8,320
-133
-2% -$4.56K 0.12% 185
2019
Q1 		$341K Buy
+8,453
New +$289K 0.14% 164
2018
Q4 		– Sell
-6,276
Closed -$282K – 234
2018
Q3 		$282K Buy
6,276
+2,433
+63% +$123K 0.13% 174
2018
Q2 		$232K Buy
3,843
+787
+26% +$50.1K 0.13% 177
2018
Q1 		$206K Buy
+3,056
New +$206K 0.11% 191

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return