SEC 13F Intelligence

V Wealth Advisors LLC / HD

V Wealth Advisors LLC’s Home Depot Inc Position

Does V Wealth Advisors LLC own Home Depot Inc (HD)? Yes5.4K shares worth $2M (+1.31% of its 13F portfolio) as of Q3 2023, down from 23.3K shares the prior filed quarter.

Position Value
$2M
Q3 2023
Shares
5.4K
% of Portfolio
+1.31%
Quarters Held
20
currently held

Position History HD

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $4MQ2 ’20: $5MQ2 ’20Q3 ’20: $2MQ4 ’20: $6MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $9MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ2 ’23: $7MQ2 ’23Q3 ’23: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20235.4K$2M+1.31%
Q2 202323.3K$7M+1.20%
Q1 202325.4K$8M+1.41%
Q4 202224.7K$8M+1.61%
Q3 202222.6K$6M+1.25%
Q2 202222.4K$6M+1.16%
Q1 202221.6K$6M+1.03%
Q4 202122.0K$9M+1.34%
Q3 202122.0K$7M+1.12%
Q2 202122.6K$7M+1.15%
Q1 202122.0K$7M+1.23%
Q4 202022.1K$6M+1.22%
Q3 20206.8K$2M+1.31%
Q2 202020.8K$5M+1.36%
Q1 202020.4K$4M+1.19%
Q4 201914.9K$3M+1.24%
Q3 201914.9K$3M+1.24%
Q2 201914.9K$3M+1.18%
Q1 201914.1K$3M+1.18%
Q4 201813.1K$2M+1.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of HD.