VWA
Valued Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Hold |
42
| – | – | 0.01% | 137 |
|
|
2025
Q1 | $21.5K | Hold |
42
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $21.2K | Sell |
42
-8
| -16% | -$4.03K | 0.01% | 154 |
|
|
2024
Q3 | $26.1K | Sell |
50
-18
| -26% | -$9.39K | 0.02% | 123 |
|
|
2024
Q2 | $30.5K | Hold |
68
| – | – | 0.02% | 98 |
|
|
2024
Q1 | $29.1K | Buy |
68
+5
| +8% | +$2.14K | 0.02% | 98 |
|
|
2023
Q4 | $23.2K | Buy |
+63
| New | +$23.2K | 0.02% | 79 |
|