Skip to main content

V Wealth Advisors LLC

SEC CIK
0001661149
Latest filing
Nov 15, 2023

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by V Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q3 2023 holdings

Shares (Q3 2023)
2,547
Value
$853.1K
% of portfolio
0.7%
Quarters held
11
Since Q1 2021
Holdings of DIA by V Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20232,547$853.1K0.7%−1,805−41.5%ReducedHolders
Q2 20234,352$1.50M0.3%+81+1.9%AddedHolders
Q1 20234,271$1.42M0.3%+153+3.7%AddedHolders
Q4 20224,118$1.36M0.3%+1,152+38.8%AddedHolders
Q3 20222,966$852.0K0.2%−88−2.9%ReducedHolders
Q2 20223,054$940.0K0.2%+64+2.1%AddedHolders
Q1 20222,990$1.04M0.2%+9+0.3%AddedHolders
Q4 20212,981$1.08M0.2%−290−8.9%ReducedHolders
Q3 20213,271$1.11M0.2%+50+1.6%AddedHolders
Q2 20213,221$1.11M0.2%+6+0.2%AddedHolders
Q1 20213,215$1.06M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.