VBFG
Vishria Bird Financial Group’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
24,437
-257
| -1% | -$142K | 4.48% | 7 |
|
|
2025
Q1 | $11.6M | Sell |
24,694
-617
| -2% | -$289K | 3.93% | 9 |
|
|
2024
Q4 | $12.9M | Sell |
25,311
-141
| -0.6% | -$72.1K | 4.53% | 7 |
|
|
2024
Q3 | $12.4M | Sell |
25,452
-18
| -0.1% | -$8.79K | 4.71% | 8 |
|
|
2024
Q2 | $12.2M | Sell |
25,470
-22
| -0.1% | -$10.5K | 5.13% | 7 |
|
|
2024
Q1 | $11.3M | Sell |
25,492
-3
| -0% | -$1.33K | 4.84% | 8 |
|
|
2023
Q4 | $10.4M | Sell |
25,495
-244
| -0.9% | -$99.9K | 4.94% | 9 |
|
|
2023
Q3 | $9.22M | Sell |
25,739
-2
| -0% | -$717 | 5.23% | 8 |
|
|
2023
Q2 | $9.51M | Sell |
25,741
-36
| -0.1% | -$13.3K | 5.65% | 7 |
|
|
2023
Q1 | $8.27M | Sell |
25,777
-430
| -2% | -$138K | 5.29% | 6 |
|
|
2022
Q4 | $6.98M | Buy |
26,207
+275
| +1% | +$73.2K | 4.86% | 8 |
|
|
2022
Q3 | $6.93M | Buy |
25,932
+230
| +0.9% | +$61.5K | 4.67% | 9 |
|
|
2022
Q2 | $7.2M | Buy |
+25,702
| New | +$7.2M | 4.79% | 10 |
|
|
2020
Q4 | – | Sell |
-1,106
| Closed | -$307K | – | 51 |
|
|
2020
Q3 | $307K | Hold |
1,106
| – | – | 0.19% | 36 |
|
|
2020
Q2 | $274K | Hold |
1,106
| – | – | 0.21% | 32 |
|
|
2020
Q1 | $211K | Hold |
1,106
| – | – | 0.22% | 38 |
|
|
2019
Q4 | $235K | Buy |
+1,106
| New | +$235K | 0.23% | 42 |
|