VWA
Visionary Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
105,973
+1,407
| +1% | +$128K | 0.49% | 50 |
|
|
2025
Q1 | $8.77M | Sell |
104,566
-16,175
| -13% | -$1.36M | 0.53% | 53 |
|
|
2024
Q4 | $9.28M | Sell |
120,741
-2,784
| -2% | -$214K | 0.54% | 48 |
|
|
2024
Q3 | $8.88M | Sell |
123,525
-8,945
| -7% | -$643K | 0.54% | 51 |
|
|
2024
Q2 | $7.93M | Buy |
132,470
+3,174
| +2% | +$190K | 0.52% | 55 |
|
|
2024
Q1 | $7.45M | Sell |
129,296
-9,309
| -7% | -$536K | 0.5% | 56 |
|
|
2023
Q4 | $7.21M | Buy |
138,605
+1,217
| +0.9% | +$63.3K | 0.53% | 48 |
|
|
2023
Q3 | $5.86M | Buy |
137,388
+3,138
| +2% | +$134K | 0.47% | 59 |
|
|
2023
Q2 | $5.98M | Buy |
134,250
+3,891
| +3% | +$173K | 0.48% | 59 |
|
|
2023
Q1 | $5.92M | Buy |
130,359
+868
| +0.7% | +$39.4K | 0.5% | 55 |
|
|
2022
Q4 | $5.89M | Buy |
129,491
+8,472
| +7% | +$386K | 0.54% | 54 |
|
|
2022
Q3 | $4.66M | Buy |
121,019
+24,790
| +26% | +$955K | 0.48% | 57 |
|
|
2022
Q2 | $4.01M | Buy |
96,229
+13,810
| +17% | +$576K | 0.36% | 77 |
|
|
2022
Q1 | $4.09M | Buy |
82,419
+10,027
| +14% | +$498K | 0.33% | 84 |
|
|
2021
Q4 | $4.21M | Buy |
+72,392
| New | +$4.21M | 0.34% | 74 |
|
|
2021
Q3 | – | Sell |
-74,139
| Closed | -$3.8M | – | 327 |
|
|
2021
Q2 | $3.8M | Buy |
74,139
+3,032
| +4% | +$155K | 0.38% | 66 |
|
|
2021
Q1 | $3.36M | Buy |
+71,107
| New | +$3.36M | 0.35% | 80 |
|