SEC 13F Intelligence

V Wealth Advisors LLC / PG

V Wealth Advisors LLC’s Procter & Gamble Co Position

Does V Wealth Advisors LLC own Procter & Gamble Co (PG)? Yes11.5K shares worth $2M (+1.34% of its 13F portfolio) as of Q3 2023, down from 35.7K shares the prior filed quarter.

Position Value
$2M
Q3 2023
Shares
11.5K
% of Portfolio
+1.34%
Quarters Held
20
currently held

Position History PG

Reported value by quarter
Q4 ’18: $993,000Q4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $2MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202311.5K$2M+1.34%
Q2 202335.7K$5M+0.90%
Q1 202335.7K$5M+0.99%
Q4 202235.4K$5M+1.11%
Q3 202249.0K$6M+1.24%
Q2 202243.5K$6M+1.18%
Q1 202238.9K$6M+0.95%
Q4 202137.4K$6M+0.90%
Q3 202137.7K$5M+0.82%
Q2 202138.6K$5M+0.83%
Q1 202139.8K$5M+0.99%
Q4 202035.8K$5M+1.03%
Q3 202011.7K$2M+1.13%
Q2 202021.8K$3M+0.68%
Q1 202029.3K$3M+1.01%
Q4 201914.5K$2M+0.64%
Q3 201914.5K$2M+0.64%
Q2 201913.8K$2M+0.58%
Q1 201912.6K$1M+0.52%
Q4 201810.8K$993,000+0.51%

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 PG.