VWA
Visionary Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
888
-129
| -13% | -$37.4K | 0.01% | 496 |
|
|
2025
Q1 | $307K | Buy |
1,017
+102
| +11% | +$30.8K | 0.02% | 436 |
|
|
2024
Q4 | $253K | Sell |
915
-19
| -2% | -$5.25K | 0.01% | 477 |
|
|
2024
Q3 | $269K | Hold |
934
| – | – | 0.02% | 460 |
|
|
2024
Q2 | $238K | Buy |
+934
| New | +$238K | 0.02% | 455 |
|
|
2021
Q1 | – | Sell |
-1,395
| Closed | -$215K | – | 317 |
|
|
2020
Q4 | $215K | Buy |
+1,395
| New | +$215K | 0.02% | 284 |
|