VBFG
Vishria Bird Financial Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Hold |
59,040
| – | – | 0.8% | 23 |
|
|
2025
Q1 | $2.02M | Hold |
59,040
| – | – | 0.69% | 29 |
|
|
2024
Q4 | $2.21M | Hold |
59,040
| – | – | 0.77% | 27 |
|
|
2024
Q3 | $2.23M | Hold |
59,040
| – | – | 0.84% | 24 |
|
|
2024
Q2 | $2.16M | Hold |
59,040
| – | – | 0.91% | 25 |
|
|
2024
Q1 | $2.08M | Hold |
59,040
| – | – | 0.89% | 25 |
|
|
2023
Q4 | $1.93M | Hold |
59,040
| – | – | 0.91% | 24 |
|
|
2023
Q3 | $1.66M | Buy |
59,040
+53,136
| +900% | +$1.5M | 0.94% | 23 |
|
|
2023
Q2 | $1.74M | Hold |
5,904
| – | – | 1.03% | 21 |
|
|
2023
Q1 | $1.63M | Sell |
5,904
-163
| -3% | -$45K | 1.04% | 22 |
|
|
2022
Q4 | $1.47M | Sell |
6,067
-10
| -0.2% | -$2.43K | 1.03% | 22 |
|
|
2022
Q3 | $1.38M | Hold |
6,077
| – | – | 0.93% | 23 |
|
|
2022
Q2 | $1.44M | Hold |
6,077
| – | – | 0.96% | 23 |
|
|
2022
Q1 | $1.76M | Sell |
6,077
-5
| -0.1% | -$1.45K | 0.97% | 21 |
|
|
2021
Q4 | $1.97M | Sell |
6,082
-648
| -10% | -$210K | 0.92% | 22 |
|
|
2021
Q3 | $1.94M | Sell |
6,730
-142
| -2% | -$40.9K | 1.02% | 22 |
|
|
2021
Q2 | $1.99M | Sell |
6,872
-209
| -3% | -$60.6K | 0.98% | 24 |
|
|
2021
Q1 | $1.91M | Sell |
7,081
-389
| -5% | -$105K | 1.05% | 22 |
|
|
2020
Q4 | $1.89M | Sell |
7,470
-166
| -2% | -$42.1K | 1.08% | 22 |
|
|
2020
Q3 | $1.61M | Hold |
7,636
| – | – | 1.01% | 18 |
|
|
2020
Q2 | $1.52M | Sell |
7,636
-33
| -0.4% | -$6.57K | 1.19% | 16 |
|
|
2020
Q1 | $1.22M | Sell |
7,669
-31
| -0.4% | -$4.94K | 1.28% | 19 |
|
|
2019
Q4 | $1.53M | Sell |
7,700
-546
| -7% | -$108K | 1.48% | 17 |
|
|
2019
Q3 | $1.48M | Buy |
8,246
+22
| +0.3% | +$3.94K | 1.69% | 17 |
|
|
2019
Q2 | $1.46M | Buy |
8,224
+129
| +2% | +$22.9K | 1.46% | 18 |
|
|
2019
Q1 | $1.38M | Sell |
8,095
-2,839
| -26% | -$483K | 1.39% | 19 |
|
|
2018
Q4 | $1.54M | Sell |
10,934
-73
| -0.7% | -$10.3K | 1.7% | 18 |
|
|
2018
Q3 | $1.85M | Sell |
11,007
-49
| -0.4% | -$8.25K | 1.59% | 17 |
|
|
2018
Q2 | $1.75M | Buy |
+11,056
| New | +$1.75M | 1.63% | 16 |
|