VWA
Visionary Wealth Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,403
| Closed | -$986K | – | 571 |
|
|
2025
Q1 | $986K | Sell |
21,403
-10,236
| -32% | -$471K | 0.06% | 259 |
|
|
2024
Q4 | $1.46M | Buy |
+31,639
| New | +$1.46M | 0.09% | 206 |
|
|
2024
Q1 | – | Sell |
-4,367
| Closed | -$201K | – | 484 |
|
|
2023
Q4 | $201K | Sell |
4,367
-6,050
| -58% | -$278K | 0.01% | 459 |
|
|
2023
Q3 | $457K | Sell |
10,417
-10,086
| -49% | -$443K | 0.04% | 314 |
|
|
2023
Q2 | $915K | Sell |
20,503
-40,263
| -66% | -$1.8M | 0.07% | 218 |
|
|
2023
Q1 | $2.73M | Sell |
60,766
-25,104
| -29% | -$1.13M | 0.23% | 103 |
|
|
2022
Q4 | $3.77M | Buy |
85,870
+369
| +0.4% | +$16.2K | 0.35% | 80 |
|
|
2022
Q3 | $3.62M | Sell |
85,501
-5,417
| -6% | -$230K | 0.38% | 71 |
|
|
2022
Q2 | $3.97M | Sell |
90,918
-37,358
| -29% | -$1.63M | 0.36% | 79 |
|
|
2022
Q1 | $6.27M | Buy |
128,276
+6,737
| +6% | +$330K | 0.5% | 49 |
|
|
2021
Q4 | $6.29M | Buy |
121,539
+7,626
| +7% | +$395K | 0.52% | 46 |
|
|
2021
Q3 | $5.93M | Buy |
113,913
+14,746
| +15% | +$768K | 0.61% | 41 |
|
|
2021
Q2 | $5.19M | Buy |
99,167
+34,093
| +52% | +$1.78M | 0.52% | 46 |
|
|
2021
Q1 | $3.36M | Buy |
65,074
+31,436
| +93% | +$1.62M | 0.35% | 81 |
|
|
2020
Q4 | $1.75M | Buy |
33,638
+7,217
| +27% | +$375K | 0.2% | 106 |
|
|
2020
Q3 | $1.32M | Buy |
+26,421
| New | +$1.32M | 0.19% | 108 |
|