VWA
Visionary Wealth Advisors’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
6,259
+3
| +0% | +$154 | 0.02% | 445 |
|
|
2025
Q1 | $273K | Sell |
6,256
-897
| -13% | -$39.1K | 0.02% | 465 |
|
|
2024
Q4 | $361K | Sell |
7,153
-298
| -4% | -$15K | 0.02% | 406 |
|
|
2024
Q3 | $321K | Sell |
7,451
-297
| -4% | -$12.8K | 0.02% | 420 |
|
|
2024
Q2 | $311K | Sell |
7,748
-97
| -1% | -$3.89K | 0.02% | 405 |
|
|
2024
Q1 | $368K | Hold |
7,845
| – | – | 0.02% | 378 |
|
|
2023
Q4 | $319K | Sell |
7,845
-45
| -0.6% | -$1.83K | 0.02% | 382 |
|
|
2023
Q3 | $238K | Sell |
7,890
-300
| -4% | -$9.05K | 0.02% | 405 |
|
|
2023
Q2 | $262K | Sell |
8,190
-700
| -8% | -$22.4K | 0.02% | 390 |
|
|
2023
Q1 | $276K | Buy |
8,890
+50
| +0.6% | +$1.55K | 0.02% | 368 |
|
|
2022
Q4 | $264K | Buy |
8,840
+200
| +2% | +$5.97K | 0.02% | 349 |
|
|
2022
Q3 | $223K | Sell |
8,640
-974
| -10% | -$25.1K | 0.02% | 352 |
|
|
2022
Q2 | $304K | Buy |
9,614
+661
| +7% | +$20.9K | 0.03% | 321 |
|
|
2022
Q1 | $438K | Buy |
8,953
+3,138
| +54% | +$154K | 0.04% | 268 |
|
|
2021
Q4 | $319K | Sell |
5,815
-200
| -3% | -$11K | 0.03% | 285 |
|
|
2021
Q3 | $284K | Sell |
6,015
-200
| -3% | -$9.44K | 0.03% | 253 |
|
|
2021
Q2 | $289K | Hold |
6,215
| – | – | 0.03% | 270 |
|
|
2021
Q1 | $228K | Sell |
6,215
-1,775
| -22% | -$65.1K | 0.02% | 294 |
|
|
2020
Q4 | $251K | Buy |
+7,990
| New | +$251K | 0.03% | 258 |
|
|
2020
Q3 | – | Sell |
-7,665
| Closed | -$214K | – | 263 |
|
|
2020
Q2 | $214K | Buy |
+7,665
| New | +$214K | 0.03% | 213 |
|