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V Wealth Advisors LLC

SEC CIK
0001661149
Latest filing
Nov 15, 2023

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q3 2023 holdings

Shares (Q3 2023)
11,701
Value
$2.69M
% of portfolio
2.2%
Quarters held
11
Since Q1 2021
Holdings of V by V Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202311,701$2.69M2.2%−25,449−68.5%ReducedHolders
Q2 202337,150$8.82M1.5%−97−0.3%ReducedHolders
Q1 202337,247$8.40M1.6%+1,011+2.8%AddedHolders
Q4 202236,236$7.53M1.6%+3,216+9.7%AddedHolders
Q3 202233,020$5.87M1.2%−1,374−4.0%ReducedHolders
Q2 202234,394$6.77M1.3%+249+0.7%AddedHolders
Q1 202234,145$7.57M1.2%+210+0.6%AddedHolders
Q4 202133,935$7.35M1.1%−799−2.3%ReducedHolders
Q3 202134,734$7.74M1.2%−978−2.7%ReducedHolders
Q2 202135,712$8.35M1.3%+830+2.4%AddedHolders
Q1 202134,882$7.38M1.4%––Holders

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