VWM
Valley Wealth Managers’s Invesco Fundamental High Yield Corporate Bond ETF PHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
38,292
-1,967
| -5% | -$36.3K | 0.05% | 140 |
|
|
2025
Q1 | $727K | Sell |
40,259
-6,719
| -14% | -$121K | 0.06% | 137 |
|
|
2024
Q4 | $849K | Buy |
46,978
+4,629
| +11% | +$83.7K | 0.06% | 133 |
|
|
2024
Q3 | $785K | Buy |
42,349
+5,010
| +13% | +$92.9K | 0.06% | 136 |
|
|
2024
Q2 | $671K | Sell |
37,339
-161
| -0.4% | -$2.89K | 0.05% | 144 |
|
|
2024
Q1 | $680K | Sell |
37,500
-3,188
| -8% | -$57.8K | 0.05% | 134 |
|
|
2023
Q4 | $738K | Buy |
40,688
+5,369
| +15% | +$97.3K | 0.06% | 130 |
|
|
2023
Q3 | $603K | Buy |
+35,319
| New | +$603K | 0.05% | 139 |
|