VWA
Z icon

Valued Wealth Advisors’s Zillow Z Stock Holding History

Valued Wealth Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166 Sell
4
-10
-71% -$532 ﹤0.01% 715
2025
Q4 		$956 Hold
14
– – ﹤0.01% 475
2025
Q3 		$1.08K Hold
14
– – ﹤0.01% 448
2025
Q2 		$981 Hold
14
– – ﹤0.01% 452
2025
Q1 		$960 Hold
14
– – ﹤0.01% 492
2024
Q4 		$1.04K Hold
14
– – ﹤0.01% 473
2024
Q3 		$894 Hold
14
– – ﹤0.01% 471
2024
Q2 		$650 Hold
14
– – ﹤0.01% 480
2024
Q1 		$683 Buy
14
+10
+250% +$544 ﹤0.01% 471
2023
Q4 		$185 Buy
+4
New +$176 ﹤0.01% 506

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return