IWP
Insight Wealth Partners’s Vident US Bond Strategy ETF VBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
11,256
-44
| -0.4% | -$1.92K | 0.19% | 70 |
|
|
2025
Q1 | $494K | Sell |
11,300
-480
| -4% | -$21K | 0.08% | 67 |
|
|
2024
Q4 | $506K | Sell |
11,780
-206
| -2% | -$8.85K | 0.07% | 62 |
|
|
2024
Q3 | $538K | Buy |
11,986
+2,030
| +20% | +$91.1K | 0.11% | 62 |
|
|
2024
Q2 | $431K | Buy |
9,956
+4,369
| +78% | +$189K | 0.07% | 62 |
|
|
2024
Q1 | $245K | Buy |
+5,587
| New | +$245K | 0.04% | 75 |
|
|
2022
Q1 | – | Sell |
-13,062
| Closed | -$665K | – | 80 |
|
|
2021
Q4 | $665K | Sell |
13,062
-5,274
| -29% | -$269K | 0.12% | 37 |
|
|
2021
Q3 | $943K | Sell |
18,336
-31,477
| -63% | -$1.62M | 0.51% | 26 |
|
|
2021
Q2 | $2.55M | Sell |
49,813
-16,645
| -25% | -$853K | 1.36% | 16 |
|
|
2021
Q1 | $3.35M | Sell |
66,458
-6,350
| -9% | -$320K | 1.65% | 15 |
|
|
2020
Q4 | $3.78M | Sell |
72,808
-13,208
| -15% | -$686K | 2.31% | 10 |
|
|
2020
Q3 | $4.46M | Buy |
86,016
+5,419
| +7% | +$281K | 4.26% | 3 |
|
|
2020
Q2 | $4.09M | Sell |
80,597
-5,231
| -6% | -$266K | 4.2% | 4 |
|
|
2020
Q1 | $4.14M | Buy |
85,828
+3,743
| +5% | +$181K | 5.4% | 4 |
|
|
2019
Q4 | $4.13M | Buy |
+82,085
| New | +$4.13M | 4.09% | 6 |
|