VWA
Visionary Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
4,771
-31,324
| -87% | -$2.63M | 0.02% | 401 |
|
|
2025
Q1 | $2.81M | Buy |
36,095
+422
| +1% | +$32.9K | 0.17% | 141 |
|
|
2024
Q4 | $2.52M | Buy |
35,673
+114
| +0.3% | +$8.06K | 0.15% | 147 |
|
|
2024
Q3 | $2.73M | Sell |
35,559
-4,993
| -12% | -$383K | 0.17% | 138 |
|
|
2024
Q2 | $2.81M | Sell |
40,552
-490
| -1% | -$34K | 0.18% | 133 |
|
|
2024
Q1 | $2.91M | Sell |
41,042
-6
| -0% | -$425 | 0.2% | 132 |
|
|
2023
Q4 | $2.85M | Sell |
41,048
-4,842
| -11% | -$336K | 0.21% | 125 |
|
|
2023
Q3 | $2.99M | Buy |
45,890
+5,146
| +13% | +$336K | 0.24% | 111 |
|
|
2023
Q2 | $2.75M | Buy |
40,744
+1,534
| +4% | +$104K | 0.22% | 114 |
|
|
2023
Q1 | $2.65M | Buy |
39,210
+558
| +1% | +$37.7K | 0.22% | 106 |
|
|
2022
Q4 | $2.46M | Sell |
38,652
-364
| -0.9% | -$23.1K | 0.23% | 101 |
|
|
2022
Q3 | $2.22M | Buy |
39,016
+3,283
| +9% | +$187K | 0.23% | 104 |
|
|
2022
Q2 | $2.26M | Buy |
35,733
+633
| +2% | +$40.1K | 0.2% | 113 |
|
|
2022
Q1 | $2.53M | Buy |
35,100
+5,724
| +19% | +$413K | 0.2% | 110 |
|
|
2021
Q4 | $2.26M | Buy |
29,376
+2,128
| +8% | +$163K | 0.18% | 113 |
|
|
2021
Q3 | $2.05M | Buy |
27,248
+413
| +2% | +$31.1K | 0.21% | 100 |
|
|
2021
Q2 | $2.03M | Sell |
26,835
-211
| -0.8% | -$15.9K | 0.2% | 104 |
|
|
2021
Q1 | $1.97M | Sell |
27,046
-965
| -3% | -$70.4K | 0.21% | 110 |
|
|
2020
Q4 | $2.06M | Sell |
28,011
-350
| -1% | -$25.7K | 0.23% | 98 |
|
|
2020
Q3 | $1.93M | Buy |
28,361
+1,215
| +4% | +$82.8K | 0.27% | 89 |
|
|
2020
Q2 | $1.79M | Buy |
27,146
+4,424
| +19% | +$292K | 0.27% | 92 |
|
|
2020
Q1 | $1.41M | Buy |
22,722
+1,481
| +7% | +$91.9K | 0.27% | 91 |
|
|
2019
Q4 | $1.58M | Buy |
+21,241
| New | +$1.58M | 0.28% | 79 |
|