VWA
VWE
VERITY Wealth Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$20 | – | 73 |
|
|
2024
Q3 | $20 | Hold |
10,000
| – | – | ﹤0.01% | 73 |
|
|
2024
Q2 | $1.39K | Hold |
10,000
| – | – | ﹤0.01% | 74 |
|
|
2024
Q1 | $3.6K | Hold |
10,000
| – | – | ﹤0.01% | 74 |
|
|
2023
Q4 | $5.02K | Hold |
10,000
| – | – | ﹤0.01% | 71 |
|
|
2023
Q3 | $5.69K | Hold |
10,000
| – | – | 0.01% | 66 |
|
|
2023
Q2 | $8.56K | Hold |
10,000
| – | – | 0.01% | 69 |
|
|
2023
Q1 | $10.7K | Hold |
10,000
| – | – | 0.01% | 73 |
|
|
2022
Q4 | $32.6K | Buy |
+10,000
| New | +$32.6K | 0.03% | 73 |
|