VWA
Valued Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640 | Hold |
8
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $678 | Hold |
8
| – | – | ﹤0.01% | 524 |
|
|
2024
Q4 | $620 | Hold |
8
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $688 | Sell |
8
-15
| -65% | -$1.29K | ﹤0.01% | 508 |
|
|
2024
Q2 | $1.81K | Hold |
23
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $1.99K | Buy |
23
+5
| +28% | +$432 | ﹤0.01% | 357 |
|
|
2023
Q4 | $1.3K | Buy |
+18
| New | +$1.3K | ﹤0.01% | 354 |
|