V Wealth Advisors LLC Schwab Charles Corp Transaction History

V Wealth Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$47.37 - $57.14 $17,669 - $21,313	373 Added 6.76%	5,889 $333,000
Q1 2023 May 02, 2023	BUY	$51.91 - $85.6 $67,171 - $110,766	1,294 Added 30.65%	5,516 $288,000
Q4 2022 Jan 20, 2023	BUY	$67.43 - $83.26 $284,689 - $351,523	4,222 New	4,222 $0
Q2 2022 Jul 27, 2022	BUY	$59.99 - $83.83 $19,316 - $26,993	322 Added 7.41%	4,665 $295,000
Q1 2022 May 16, 2022	SELL	$75.69 - $95.53 $6,206 - $7,833	-82 Reduced 1.85%	4,343 $366,000
Q4 2021 Feb 17, 2022	SELL	$73.23 - $85.82 $1,757 - $2,059	-24 Reduced 0.54%	4,425 $372,000
Q3 2021 Oct 21, 2021	BUY	$66.68 - $77.38 $4,600 - $5,339	69 Added 1.58%	4,449 $324,000
Q2 2021 Jul 27, 2021	BUY	$63.69 - $76.01 $10,890 - $12,997	171 Added 4.06%	4,380 $318,000
Q1 2021 Apr 20, 2021	BUY	$51.54 - $67.65 $216,931 - $284,738	4,209 New	4,209 $274,000

2,081

1.44B

16.9M

22.3M

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $136B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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

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