VWA
Valued Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527 | Hold |
3
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $543 | Hold |
3
| – | – | ﹤0.01% | 550 |
|
|
2024
Q4 | $628 | Hold |
3
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $644 | Hold |
3
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $604 | Hold |
3
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $733 | Hold |
3
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $625 | Buy |
+3
| New | +$625 | ﹤0.01% | 418 |
|