VCA
Verdence Capital Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,682
| Closed | -$3.19M | – | 571 |
|
|
2023
Q2 | $3.19M | Sell |
14,682
-155
| -1% | -$33.7K | 0.37% | 66 |
|
|
2023
Q1 | $3M | Sell |
14,837
-1,146
| -7% | -$232K | 0.36% | 68 |
|
|
2022
Q4 | $3.46M | Sell |
15,983
-1,267
| -7% | -$274K | 0.42% | 53 |
|
|
2022
Q3 | $3.77M | Sell |
17,250
-7
| -0% | -$1.53K | 0.52% | 43 |
|
|
2022
Q2 | $3.18M | Sell |
17,257
-95
| -0.5% | -$17.5K | 0.41% | 63 |
|
|
2022
Q1 | $3.17M | Buy |
+17,352
| New | +$3.17M | 0.36% | 74 |
|