VWA
Visionary Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
253,014
+19,095
| +8% | +$1.89M | 1.28% | 10 |
|
|
2025
Q1 | $23.1M | Sell |
233,919
-1,878
| -0.8% | -$186K | 1.39% | 9 |
|
|
2024
Q4 | $22.8M | Buy |
235,797
+3,572
| +2% | +$346K | 1.34% | 11 |
|
|
2024
Q3 | $23.5M | Buy |
232,225
+1,963
| +0.9% | +$199K | 1.43% | 9 |
|
|
2024
Q2 | $22.4M | Buy |
230,262
+3,344
| +1% | +$325K | 1.46% | 9 |
|
|
2024
Q1 | $22.2M | Buy |
226,918
+44,171
| +24% | +$4.33M | 1.5% | 10 |
|
|
2023
Q4 | $18.1M | Sell |
182,747
-14,836
| -8% | -$1.47M | 1.33% | 12 |
|
|
2023
Q3 | $18.6M | Sell |
197,583
-10,568
| -5% | -$994K | 1.51% | 11 |
|
|
2023
Q2 | $20.4M | Sell |
208,151
-46,629
| -18% | -$4.57M | 1.63% | 10 |
|
|
2023
Q1 | $25.4M | Buy |
254,780
+79,724
| +46% | +$7.94M | 2.15% | 7 |
|
|
2022
Q4 | $17M | Sell |
175,056
-23,531
| -12% | -$2.28M | 1.57% | 12 |
|
|
2022
Q3 | $19.1M | Sell |
198,587
-9,240
| -4% | -$890K | 1.99% | 9 |
|
|
2022
Q2 | $21.1M | Sell |
207,827
-84,029
| -29% | -$8.54M | 1.9% | 12 |
|
|
2022
Q1 | $31.3M | Buy |
291,856
+28,155
| +11% | +$3.02M | 2.51% | 5 |
|
|
2021
Q4 | $30.1M | Buy |
263,701
+6,375
| +2% | +$727K | 2.47% | 7 |
|
|
2021
Q3 | $29.5M | Buy |
257,326
+12,775
| +5% | +$1.47M | 3.04% | 3 |
|
|
2021
Q2 | $28.2M | Buy |
244,551
+5,885
| +2% | +$679K | 2.83% | 4 |
|
|
2021
Q1 | $27.2M | Sell |
238,666
-21,216
| -8% | -$2.41M | 2.86% | 3 |
|
|
2020
Q4 | $30.7M | Buy |
259,882
+59,649
| +30% | +$7.05M | 3.44% | 3 |
|
|
2020
Q3 | $23.6M | Buy |
200,233
+30,040
| +18% | +$3.55M | 3.33% | 4 |
|
|
2020
Q2 | $20.1M | Buy |
170,193
+19,034
| +13% | +$2.25M | 3.06% | 5 |
|
|
2020
Q1 | $17.4M | Buy |
151,159
+1,370
| +0.9% | +$158K | 3.29% | 4 |
|
|
2019
Q4 | $16.8M | Buy |
+149,789
| New | +$16.8M | 3.01% | 5 |
|