VWA
Visionary Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
1,539
-6
| -0.4% | -$1.05K | 0.01% | 482 |
|
|
2025
Q1 | $221K | Sell |
1,545
-439
| -22% | -$62.9K | 0.01% | 506 |
|
|
2024
Q4 | $352K | Sell |
1,984
-43
| -2% | -$7.62K | 0.02% | 410 |
|
|
2024
Q3 | $328K | Buy |
2,027
+10
| +0.5% | +$1.62K | 0.02% | 412 |
|
|
2024
Q2 | $307K | Sell |
2,017
-769
| -28% | -$117K | 0.02% | 409 |
|
|
2024
Q1 | $401K | Sell |
2,786
-48
| -2% | -$6.92K | 0.03% | 358 |
|
|
2023
Q4 | $381K | Buy |
2,834
+99
| +4% | +$13.3K | 0.03% | 357 |
|
|
2023
Q3 | $331K | Sell |
2,735
-264
| -9% | -$32K | 0.03% | 352 |
|
|
2023
Q2 | $342K | Sell |
2,999
-175
| -6% | -$19.9K | 0.03% | 345 |
|
|
2023
Q1 | $312K | Sell |
3,174
-41,111
| -93% | -$4.04M | 0.03% | 350 |
|
|
2022
Q4 | $4.44M | Buy |
44,285
+3,805
| +9% | +$381K | 0.41% | 71 |
|
|
2022
Q3 | $4.02M | Buy |
40,480
+5,500
| +16% | +$546K | 0.42% | 64 |
|
|
2022
Q2 | $4.54M | Buy |
34,980
+2,820
| +9% | +$366K | 0.41% | 67 |
|
|
2022
Q1 | $4.56M | Buy |
32,160
+6,379
| +25% | +$904K | 0.37% | 78 |
|
|
2021
Q4 | $4.56M | Buy |
25,781
+1,110
| +4% | +$196K | 0.37% | 66 |
|
|
2021
Q3 | $3.56M | Buy |
24,671
+50
| +0.2% | +$7.22K | 0.37% | 76 |
|
|
2021
Q2 | $3.7M | Buy |
24,621
+610
| +3% | +$91.8K | 0.37% | 68 |
|
|
2021
Q1 | $3.38M | Buy |
24,011
+5,024
| +26% | +$708K | 0.36% | 79 |
|
|
2020
Q4 | $2.65M | Buy |
+18,987
| New | +$2.65M | 0.3% | 83 |
|