VWA
Visionary Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
4,847
+1,451
| +43% | +$123K | 0.02% | 395 |
|
|
2025
Q1 | $241K | Buy |
3,396
+388
| +13% | +$27.5K | 0.01% | 488 |
|
|
2024
Q4 | $212K | Sell |
3,008
-360
| -11% | -$25.3K | 0.01% | 504 |
|
|
2024
Q3 | $211K | Buy |
+3,368
| New | +$211K | 0.01% | 504 |
|
|
2024
Q2 | – | Sell |
-3,310
| Closed | -$209K | – | 505 |
|
|
2024
Q1 | $209K | Buy |
+3,310
| New | +$209K | 0.01% | 470 |
|
|
2022
Q2 | – | Sell |
-5,178
| Closed | -$277K | – | 440 |
|
|
2022
Q1 | $277K | Buy |
5,178
+490
| +10% | +$26.2K | 0.02% | 346 |
|
|
2021
Q4 | $283K | Buy |
+4,688
| New | +$283K | 0.02% | 302 |
|
|
2021
Q2 | – | Sell |
-3,177
| Closed | -$231K | – | 340 |
|
|
2021
Q1 | $231K | Sell |
3,177
-423
| -12% | -$30.8K | 0.02% | 290 |
|
|
2020
Q4 | $222K | Buy |
+3,600
| New | +$222K | 0.02% | 278 |
|