Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023

BUY
$37.59 - $41.3 $150 - $165
4 Added 0.0%
105,346 $4.35 Million
Q1 2023

May 02, 2023

SELL
$35.72 - $38.62 $1.72 Million - $1.86 Million
-48,253 Reduced 31.42%
105,342 $4.01 Million
Q4 2022

Jan 20, 2023

BUY
$37.46 - $37.95 $90,166 - $91,345
2,407 Added 1.59%
153,595 $0
Q3 2022

Nov 04, 2022

BUY
$37.53 - $37.7 $116,005 - $116,530
3,091 Added 2.09%
151,188 $5.69 Million
Q2 2022

Jul 27, 2022

BUY
$37.08 - $39.3 $274,021 - $290,427
7,390 Added 5.25%
148,097 $5.56 Million
Q1 2022

May 16, 2022

BUY
$36.87 - $41.79 $332,936 - $377,363
9,030 Added 6.86%
140,707 $5.47 Million
Q4 2021

Feb 17, 2022

BUY
$37.72 - $41.8 $216,211 - $239,597
5,732 Added 4.55%
131,677 $5.47 Million
Q3 2021

Oct 21, 2021

BUY
$37.31 - $39.74 $109,691 - $116,835
2,940 Added 2.39%
125,945 $4.75 Million
Q2 2021

Jul 27, 2021

BUY
$35.11 - $37.6 $511,447 - $547,719
14,567 Added 13.43%
123,005 $4.62 Million
Q1 2021

Apr 20, 2021

BUY
$32.23 - $34.74 $203,242 - $219,070
6,306 Added 6.17%
108,438 $3.77 Million
Q4 2020

Jan 25, 2021

BUY
$28.76 - $32.77 $2.94 Million - $3.35 Million
102,132 New
102,132 $3.34 Million
Q3 2020

Oct 13, 2020

SELL
$27.3 - $31.44 $4.37 Million - $5.03 Million
-160,068 Closed
0 $0
Q2 2020

Jul 29, 2020

SELL
$26.29 - $28.33 $9.28 Million - $10 Million
-352,993 Reduced 68.8%
160,068 $4.35 Million
Q1 2020

May 12, 2020

BUY
$25.79 - $35.15 $4.79 Million - $6.52 Million
185,622 Added 56.69%
513,061 $13.9 Million
Q3 2019

Nov 14, 2019

BUY
$30.92 - $31.41 $718,982 - $730,376
23,253 Added 7.64%
327,439 $10.2 Million
Q2 2019

Jul 29, 2019

BUY
N/A
4,151 Added 1.38%
304,186 $9.3 Million
Q1 2019

May 16, 2019

SELL
N/A
-14,263 Reduced 4.54%
300,035 $9.12 Million
Q4 2018

Jan 24, 2019

SELL
N/A
-28,569 Reduced 8.33%
314,298 $9.11 Million
Q3 2018

Oct 31, 2018

BUY
N/A
12,190 Added 3.69%
342,867 $10.8 Million
Q2 2018

Jul 16, 2018

BUY
N/A
25,973 Added 8.52%
330,677 $9.93 Million
Q1 2018

Apr 11, 2018

BUY
N/A
4,150 Added 1.38%
304,704 $8.43 Million
Q4 2017

Jan 19, 2018

BUY
N/A
28,501 Added 10.48%
300,554 $8.91 Million
Q3 2017

Oct 12, 2017

BUY
N/A
272,053
272,053 $7.38 Million

Others Institutions Holding PTLC

About PACER FDS TR TRENDPILOT US LAR


  • Ticker PTLC
  • Sector ETFs
  • Industry ETFs
More about PTLC
Track This Portfolio

Track V Wealth Advisors LLC Portfolio

Follow V Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.