VWA
Visionary Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
8,890
+351
| +4% | +$17.1K | 0.02% | 385 |
|
|
2025
Q1 | $444K | Sell |
8,539
-487
| -5% | -$25.3K | 0.03% | 364 |
|
|
2024
Q4 | $435K | Sell |
9,026
-197
| -2% | -$9.49K | 0.03% | 371 |
|
|
2024
Q3 | $435K | Buy |
9,223
+136
| +1% | +$6.41K | 0.03% | 366 |
|
|
2024
Q2 | $436K | Buy |
9,087
+2,050
| +29% | +$98.4K | 0.03% | 351 |
|
|
2024
Q1 | $334K | Hold |
7,037
| – | – | 0.02% | 392 |
|
|
2023
Q4 | $299K | Sell |
7,037
-379
| -5% | -$16.1K | 0.02% | 389 |
|
|
2023
Q3 | $313K | Hold |
7,416
| – | – | 0.03% | 359 |
|
|
2023
Q2 | $291K | Sell |
7,416
-150
| -2% | -$5.88K | 0.02% | 369 |
|
|
2023
Q1 | $292K | Buy |
7,566
+407
| +6% | +$15.7K | 0.02% | 357 |
|
|
2022
Q4 | $273K | Buy |
7,159
+50
| +0.7% | +$1.91K | 0.03% | 341 |
|
|
2022
Q3 | $260K | Sell |
7,109
-60
| -0.8% | -$2.19K | 0.03% | 324 |
|
|
2022
Q2 | $247K | Sell |
7,169
-400
| -5% | -$13.8K | 0.02% | 356 |
|
|
2022
Q1 | $290K | Buy |
7,569
+810
| +12% | +$31K | 0.02% | 329 |
|
|
2021
Q4 | $221K | Buy |
6,759
+718
| +12% | +$23.5K | 0.02% | 349 |
|
|
2021
Q3 | $201K | Buy |
6,041
+100
| +2% | +$3.33K | 0.02% | 293 |
|
|
2021
Q2 | $216K | Buy |
+5,941
| New | +$216K | 0.02% | 313 |
|
|
2020
Q4 | – | Sell |
-10,870
| Closed | -$217K | – | 291 |
|
|
2020
Q3 | $217K | Sell |
10,870
-170
| -2% | -$3.39K | 0.03% | 235 |
|
|
2020
Q2 | $273K | Sell |
11,040
-46,245
| -81% | -$1.14M | 0.04% | 182 |
|
|
2020
Q1 | $197K | Sell |
57,285
-1,544
| -3% | -$5.31K | 0.04% | 189 |
|
|
2019
Q4 | $500K | Buy |
+58,829
| New | +$500K | 0.09% | 130 |
|