VWA
XYZ

V Wealth Advisors’s Block Inc XYZ Stock Holding History

V Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$209K Sell
2023
Q1 		$217K Buy
2022
Q2 		– Sell
2022
Q1 		$351K Sell
2021
Q4 		$493K Buy
2021
Q3 		$728K Buy
2021
Q2 		$678K Buy
2021
Q1 		$583K Buy
2020
Q4 		$437K Buy