VWA
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Valued Wealth Advisors’s Westlake Corp WLK Stock Holding History

Valued Wealth Advisors’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121 Hold
1
– – ﹤0.01% 726
2025
Q4 		$76 Hold
1
– – ﹤0.01% 625
2025
Q3 		$79 Hold
1
– – ﹤0.01% 603
2025
Q2 		$77 Sell
1
-3
-75% -$245 ﹤0.01% 609
2025
Q1 		$401 Hold
4
– – ﹤0.01% 573
2024
Q4 		$459 Hold
4
– – ﹤0.01% 556
2024
Q3 		$602 Hold
4
– – ﹤0.01% 519
2024
Q2 		$580 Hold
4
– – ﹤0.01% 490
2024
Q1 		$612 Buy
+4
New +$563 ﹤0.01% 483

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BlackRock
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T. Rowe Price Associates
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BIP
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Wellington Management Group
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VPM
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Dimensional Fund Advisors
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VCM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return