V Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$61.86 - $66.66 $45,467 - $48,995	735 Added 13.89%	6,027 $401,000
Q1 2023 May 02, 2023	BUY	$59.34 - $63.43 $237 - $253	4 Added 0.08%	5,292 $329,000
Q4 2022 Jan 20, 2023	BUY	$54.71 - $63.51 $328 - $381	6 Added 0.11%	5,288 $0
Q3 2022 Nov 04, 2022	SELL	$53.91 - $63.08 $1,024 - $1,198	-19 Reduced 0.36%	5,282 $285,000
Q2 2022 Jul 27, 2022	SELL	$55.42 - $64.55 $70,050 - $81,591	-1,264 Reduced 19.25%	5,301 $304,000
Q1 2022 May 16, 2022	BUY	$60.09 - $66.2 $45,307 - $49,914	754 Added 12.98%	6,565 $418,000
Q4 2021 Feb 17, 2022	BUY	$58.98 - $66.05 $55,559 - $62,219	942 Added 19.35%	5,811 $383,000
Q3 2021 Oct 21, 2021	BUY	$58.84 - $62.73 $286,491 - $305,432	4,869 New	4,869 $286,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.56 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$968 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$925 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$692 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$548 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of V Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on V Wealth Advisors LLC with notifications on news.