V Wealth Advisors LLC Closed Holding Positions

V Wealth Advisors LLC

  • $123 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
10,583
$42.82 - $51.88 $453K - $549K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q2 2022 Filed on Jul 27, 2022
50,000
$11.63 - $14.02 $582K - $701K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q2 2022 Filed on Jul 27, 2022
10,000
$17.72 - $19.46 $177K - $195K
Indexiq ETF Tr
Q2 2022 Filed on Jul 27, 2022
46,730
N/A
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
26,141
$36.25 - $45.86 $948K - $1.2M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
8,328
$50.42 - $62.43 $420K - $520K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
8,196
$62.01 - $75.76 $508K - $621K
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 27, 2022
19,614
$18.82 - $23.76 $369K - $466K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 27, 2022
15,063
$5.34 - $28.92 $80.4K - $436K
PAA
Plains All American Pipeline LP

Energy
Q2 2022 Filed on Jul 27, 2022
54,343
$9.59 - $11.98 $521K - $651K
ME
23and Me Holding Co.

Healthcare
Q2 2022 Filed on Jul 27, 2022
17,560
$2.19 - $3.98 $38.5K - $69.9K
NFTY
First Tr Alphadex Fd Ii India
Q2 2022 Filed on Jul 27, 2022
8,878
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Jul 27, 2022
6,128
$41.28 - $50.73 $253K - $311K
DBX
Dropbox, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
14,400
$19.25 - $24.15 $277K - $348K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
2,427
$65.19 - $97.79 $158K - $237K
VIACA
Paramount Global

Communication Services
Q2 2022 Filed on Jul 27, 2022
5,135
$26.56 - $40.43 $136K - $208K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q2 2022 Filed on Jul 27, 2022
2,646
$74.83 - $89.39 $198K - $237K
PLUG
Plug Power Inc

Industrials
Q2 2022 Filed on Jul 27, 2022
7,233
$13.45 - $31.75 $97.3K - $230K
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
1,680
$224.73 - $338.64 $378K - $569K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
20,500
$23.77 - $36.27 $487K - $744K
RTM
Invesco S&P 500 Equal Weight M

ETFs
Q2 2022 Filed on Jul 27, 2022
7,643
$153.51 - $190.46 $1.17M - $1.46M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2022 Filed on Jul 27, 2022
9,161
$42.39 - $49.67 $388K - $455K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 27, 2022
3,006
$60.93 - $72.3 $183K - $217K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2022 Filed on Jul 27, 2022
9,507
$16.05 - $22.8 $153K - $217K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Jul 27, 2022
11,439
$29.45 - $30.11 $337K - $344K
AB
Alliancebernstein Holding L.P.

Financial Services
Q2 2022 Filed on Jul 27, 2022
5,184
$36.55 - $47.99 $189K - $249K
ABB
Abb LTD

Industrials
Q2 2022 Filed on Jul 27, 2022
10,749
$26.18 - $32.93 $281K - $354K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
2,007
$108.9 - $125.7 $219K - $252K
Global X Fds
Q2 2022 Filed on Jul 27, 2022
47,088
N/A
BE
Bloom Energy Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
8,750
$12.13 - $26.21 $106K - $229K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
827
$190.71 - $305.54 $158K - $253K
ALTL
Pacer Lunt Large Cap Altenator

Technology
Q2 2022 Filed on Jul 27, 2022
8,408
$38.68 - $45.83 $325K - $385K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Jul 27, 2022
29,923
$51.43 - $62.92 $1.54M - $1.88M
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Jul 27, 2022
4,270
$45.69 - $54.09 $195K - $231K
Cerner Corp
Q2 2022 Filed on Jul 27, 2022
3,236
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Jul 27, 2022
2,623
$122.23 - $195.51 $321K - $513K
CIEN
Ciena Corp

Technology
Q2 2022 Filed on Jul 27, 2022
6,592
$42.04 - $61.74 $277K - $407K
DOX
Amdocs LTD

Technology
Q2 2022 Filed on Jul 27, 2022
2,700
$76.97 - $87.1 $208K - $235K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 27, 2022
46,697
$31.92 - $38.05 $1.49M - $1.78M
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Jul 27, 2022
3,575
$49.43 - $58.65 $177K - $210K
TTE
Total Energies Se

Energy
Q2 2022 Filed on Jul 27, 2022
5,545
$47.61 - $61.15 $264K - $339K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
Q2 2022 Filed on Jul 27, 2022
4,042
$39.06 - $52.27 $158K - $211K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2022 Filed on Jul 27, 2022
6,491
$51.05 - $61.81 $331K - $401K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
194
$612.7 - $1265.01 $119K - $245K
PLD
Prologis, Inc.

Real Estate
Q2 2022 Filed on Jul 27, 2022
1,943
$108.43 - $173.01 $211K - $336K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2022 Filed on Jul 27, 2022
4,942
$45.15 - $55.11 $223K - $272K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Jul 27, 2022
2,307
$101.86 - $134.9 $235K - $311K
VEEV
Veeva Systems Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
4,681
$153.1 - $216.76 $717K - $1.01M
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Jul 27, 2022
2,653
$54.53 - $129.12 $145K - $343K
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