VWMG
Virginia Wealth Management Group’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,458
| Closed | -$640K | – | 67 |
|
|
2023
Q3 | $640K | Hold |
31,458
| – | – | 0.43% | 53 |
|
|
2023
Q2 | $657K | Hold |
31,458
| – | – | 0.45% | 53 |
|
|
2023
Q1 | $696K | Buy |
31,458
+100
| +0.3% | +$2.21K | 0.48% | 52 |
|
|
2022
Q4 | $691K | Sell |
31,358
-46,500
| -60% | -$1.02M | 0.48% | 55 |
|
|
2022
Q3 | $1.36M | Buy |
77,858
+30,500
| +64% | +$534K | 1.02% | 44 |
|
|
2022
Q2 | $883K | Hold |
47,358
| – | – | 0.85% | 45 |
|
|
2022
Q1 | $1.07M | Buy |
47,358
+458
| +1% | +$10.4K | 0.96% | 43 |
|
|
2021
Q4 | $1.01M | Buy |
+46,900
| New | +$1.01M | 0.91% | 46 |
|