Visionary Wealth Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
13,393
+5,055
| +61% | +$247K | 0.03% | 321 |
|
|
2025
Q1 | $291K | Sell |
8,338
-3,745
| -31% | -$131K | 0.02% | 451 |
|
|
2024
Q4 | $489K | Buy |
12,083
+665
| +6% | +$26.9K | 0.03% | 357 |
|
|
2024
Q3 | $427K | Buy |
11,418
+1,080
| +10% | +$40.4K | 0.03% | 370 |
|
|
2024
Q2 | $386K | Buy |
10,338
+710
| +7% | +$26.5K | 0.03% | 370 |
|
|
2024
Q1 | $343K | Buy |
9,628
+400
| +4% | +$14.2K | 0.02% | 388 |
|
|
2023
Q4 | $285K | Buy |
9,228
+1,220
| +15% | +$37.7K | 0.02% | 400 |
|
|
2023
Q3 | $216K | Buy |
+8,008
| New | +$216K | 0.02% | 416 |
|