Visionary Wealth Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
24,268
-502
| -2% | -$10.2K | 0.03% | 359 |
|
|
2025
Q1 | $482K | Hold |
24,770
| – | – | 0.03% | 355 |
|
|
2024
Q4 | $536K | Sell |
24,770
-2,031
| -8% | -$44K | 0.03% | 342 |
|
|
2024
Q3 | $592K | Sell |
26,801
-533
| -2% | -$11.8K | 0.04% | 325 |
|
|
2024
Q2 | $557K | Hold |
27,334
| – | – | 0.04% | 312 |
|
|
2024
Q1 | $581K | Sell |
27,334
-1,926
| -7% | -$41K | 0.04% | 302 |
|
|
2023
Q4 | $615K | Sell |
29,260
-1,164
| -4% | -$24.5K | 0.05% | 286 |
|
|
2023
Q3 | $556K | Hold |
30,424
| – | – | 0.05% | 282 |
|
|
2023
Q2 | $542K | Hold |
30,424
| – | – | 0.04% | 284 |
|
|
2023
Q1 | $533K | Buy |
+30,424
| New | +$533K | 0.05% | 275 |
|