V Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,527	Closed	-$412K	–	375
2023 Q2	$412K	Hold	9,527	–	–	0.07%	223
2023 Q1	$459K	Hold	9,527	–	–	0.09%	205
2022 Q4	$372K	Buy	9,527 +200	+2%	+$7.23K	0.08%	245
2022 Q3	$302K	Sell	9,327 -500	-5%	-$16.4K	0.06%	279
2022 Q2	$354K	Sell	9,827 -100	-1%	-$4.34K	0.07%	285
2022 Q1	$472K	Hold	9,927	–	–	0.08%	253
2021 Q4	$426K	Buy	9,927 +125	+1%	+$5.15K	0.06%	287
2021 Q3	$368K	Sell	9,802 -21	-0.2%	-$916	0.06%	326
2021 Q2	$433K	Buy	9,823 +21	+0.2%	+$934	0.07%	302
2021 Q1	$375K	Buy	9,802 +400	+4%	+$15.9K	0.07%	307
2020 Q4	$392K	Buy	+9,402	New	+$420K	0.08%	250
2020 Q3	–	Sell	-8,402	Closed	-$370K	–	358
2020 Q2	$370K	Buy	8,402 +450	+6%	+$17.7K	0.1%	231
2020 Q1	$219K	Sell	7,952 -150	-2%	-$4.33K	0.07%	281
2019 Q4	$213K	Hold	8,102	–	–	0.08%	266
2019 Q3	$213K	Buy	+8,102	New	+$218K	0.08%	266
2018 Q1	–	Sell	-9,500	Closed	-$206K	–	224
2017 Q4	$206K	Buy	+9,500	New	+$198K	0.1%	191
2017 Q3	–	Sell	-9,500	Closed	-$190K	–	712
2017 Q2	$190K	Sell	9,500 -576	-6%	-$11.8K	0.09%	179
2017 Q1	$208K	Buy	+10,076	New	+$209K	0.13%	165
2016 Q4	–	Sell	-9,500	Closed	-$256K	–	190
2016 Q3	$256K	Hold	9,500	–	–	0.21%	139
2016 Q2	$227K	Buy	+9,500	New	+$183K	0.19%	142