VWA
Visionary Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
40,132
+1,680
| +4% | +$150K | 0.18% | 131 |
|
|
2025
Q1 | $3.14M | Buy |
38,452
+6,321
| +20% | +$517K | 0.19% | 130 |
|
|
2024
Q4 | $2.43M | Buy |
32,131
+3,403
| +12% | +$257K | 0.14% | 153 |
|
|
2024
Q3 | $2.4M | Buy |
28,728
+1,744
| +6% | +$146K | 0.15% | 157 |
|
|
2024
Q2 | $2.11M | Buy |
26,984
+716
| +3% | +$56.1K | 0.14% | 163 |
|
|
2024
Q1 | $2.1M | Buy |
26,268
+2,713
| +12% | +$217K | 0.14% | 163 |
|
|
2023
Q4 | $1.77M | Buy |
23,555
+1,868
| +9% | +$141K | 0.13% | 167 |
|
|
2023
Q3 | $1.49M | Sell |
21,687
-633
| -3% | -$43.6K | 0.12% | 174 |
|
|
2023
Q2 | $1.62M | Buy |
22,320
+249
| +1% | +$18.1K | 0.13% | 158 |
|
|
2023
Q1 | $1.58M | Sell |
22,071
-1,310
| -6% | -$93.7K | 0.13% | 153 |
|
|
2022
Q4 | $1.54M | Sell |
23,381
-1,686
| -7% | -$111K | 0.14% | 138 |
|
|
2022
Q3 | $1.4M | Sell |
25,067
-2,915
| -10% | -$163K | 0.15% | 137 |
|
|
2022
Q2 | $1.75M | Buy |
27,982
+1,800
| +7% | +$113K | 0.16% | 127 |
|
|
2022
Q1 | $1.93M | Sell |
26,182
-215
| -0.8% | -$15.8K | 0.16% | 129 |
|
|
2021
Q4 | $2.08M | Buy |
26,397
+1,554
| +6% | +$122K | 0.17% | 119 |
|
|
2021
Q3 | $1.94M | Buy |
24,843
+383
| +2% | +$29.9K | 0.2% | 102 |
|
|
2021
Q2 | $1.93M | Sell |
24,460
-450
| -2% | -$35.5K | 0.19% | 107 |
|
|
2021
Q1 | $1.89M | Buy |
24,910
+3,863
| +18% | +$293K | 0.2% | 112 |
|
|
2020
Q4 | $1.54M | Buy |
21,047
+7,487
| +55% | +$546K | 0.17% | 113 |
|
|
2020
Q3 | $863K | Buy |
+13,560
| New | +$863K | 0.12% | 126 |
|
|
2020
Q1 | – | Sell |
-3,389
| Closed | -$235K | – | 206 |
|
|
2019
Q4 | $235K | Buy |
+3,389
| New | +$235K | 0.04% | 189 |
|