Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| V WEALTH ADVISORS LLC | 11-15-2023 | 09-30-2023 | 137 | 124,817,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OLD DOMINION FREIGHT LINE IN | COM | 201 | $603,891 | 1,476 | 0.00 | 0.00 | -10,803 | -87.98 | 09-30-2023 |
| CISCO SYS INC | COM | 202 | $590,443 | 10,983 | 0.00 | 0.00 | -28,974 | -72.51 | 09-30-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 203 | $589,441 | 5,705 | 0.00 | 0.00 | -5,025 | -46.83 | 09-30-2023 |
| PHILLIPS 66 | COM | 204 | $589,359 | 4,905 | 0.00 | 0.00 | -5,360 | -52.22 | 09-30-2023 |
