VWA
Valued Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
19,803
-6,597
| -25% | -$343K | 0.54% | 19 |
|
|
2025
Q1 | $1.33M | Buy |
26,400
+8,552
| +48% | +$429K | 0.8% | 18 |
|
|
2024
Q4 | $972K | Sell |
17,848
-13
| -0.1% | -$708 | 0.61% | 18 |
|
|
2024
Q3 | $982K | Sell |
17,861
-2,580
| -13% | -$142K | 0.64% | 16 |
|
|
2024
Q2 | $1.07M | Buy |
20,441
+10
| +0% | +$524 | 0.74% | 16 |
|
|
2024
Q1 | $1.16M | Buy |
20,431
+7,657
| +60% | +$436K | 0.82% | 17 |
|
|
2023
Q4 | $615K | Buy |
+12,774
| New | +$615K | 0.57% | 18 |
|