VAM
Visionary Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $5.21M | Buy |
50,012
+47,773
| +2,134% | +$4.98M | 2.07% | 9 |
|
|
2018
Q3 | $227K | Sell |
2,239
-30,609
| -93% | -$3.1M | 0.07% | 257 |
|
|
2018
Q2 | $3.37M | Sell |
32,848
-4,128
| -11% | -$423K | 1.13% | 11 |
|
|
2018
Q1 | $3.8M | Buy |
36,976
+15,194
| +70% | +$1.56M | 1.23% | 12 |
|
|
2017
Q4 | $2.3M | Sell |
21,782
-24,105
| -53% | -$2.55M | 0.64% | 69 |
|
|
2017
Q3 | $4.89M | Sell |
45,887
-5,355
| -10% | -$570K | 1.42% | 5 |
|
|
2017
Q2 | $5.46M | Sell |
51,242
-6,592
| -11% | -$703K | 1.59% | 5 |
|
|
2017
Q1 | $6.11M | Buy |
+57,834
| New | +$6.11M | 1.89% | 5 |
|
|
2016
Q3 | – | Sell |
-21,204
| Closed | -$2.4M | – | 94 |
|
|
2016
Q2 | $2.4M | Buy |
+21,204
| New | +$2.4M | 0.85% | 53 |
|
|
2016
Q1 | – | Sell |
-47,979
| Closed | -$5.07M | – | 118 |
|
|
2015
Q4 | $5.07M | Sell |
47,979
-113,716
| -70% | -$12M | 3.45% | 10 |
|
|
2015
Q3 | $17.4M | Buy |
+161,695
| New | +$17.4M | 12.46% | 3 |
|
|
2015
Q2 | – | Sell |
-11,422
| Closed | -$1.24M | – | 113 |
|
|
2015
Q1 | $1.24M | Sell |
11,422
-230,975
| -95% | -$25M | 0.39% | 79 |
|
|
2014
Q4 | $25.7M | Buy |
242,397
+228,804
| +1,683% | +$24.3M | 8.12% | 1 |
|
|
2014
Q3 | $1.41M | Sell |
13,593
-377,277
| -97% | -$39.1M | 0.39% | 65 |
|
|
2014
Q2 | $40.5M | Buy |
390,870
+373,578
| +2,160% | +$38.7M | 9.48% | 2 |
|
|
2014
Q1 | $1.76M | Buy |
17,292
+7,743
| +81% | +$788K | 0.42% | 11 |
|
|
2013
Q4 | $947K | Sell |
9,549
-48,437
| -84% | -$4.8M | 0.25% | 44 |
|
|
2013
Q3 | $3.45M | Buy |
57,986
+46,087
| +387% | +$2.74M | 1.1% | 9 |
|
|
2013
Q2 | $1.22M | Buy |
+11,899
| New | +$1.22M | 0.46% | 18 |
|