VWA
Visionary Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,143
| Closed | -$357K | – | 469 |
|
|
2023
Q1 | $357K | Sell |
4,143
-1,662
| -29% | -$143K | 0.03% | 328 |
|
|
2022
Q4 | $491K | Sell |
5,805
-3,245
| -36% | -$274K | 0.05% | 240 |
|
|
2022
Q3 | $719K | Sell |
9,050
-427
| -5% | -$33.9K | 0.07% | 187 |
|
|
2022
Q2 | $809K | Sell |
9,477
-6,104
| -39% | -$521K | 0.07% | 191 |
|
|
2022
Q1 | $1.52M | Sell |
15,581
-66,383
| -81% | -$6.49M | 0.12% | 147 |
|
|
2021
Q4 | $8.94M | Buy |
81,964
+4,688
| +6% | +$511K | 0.73% | 34 |
|
|
2021
Q3 | $8.51M | Buy |
77,276
+2,536
| +3% | +$279K | 0.88% | 30 |
|
|
2021
Q2 | $8.41M | Sell |
74,740
-2,585
| -3% | -$291K | 0.84% | 31 |
|
|
2021
Q1 | $8.42M | Sell |
77,325
-6,512
| -8% | -$709K | 0.89% | 28 |
|
|
2020
Q4 | $9.72M | Buy |
83,837
+5,367
| +7% | +$622K | 1.09% | 24 |
|
|
2020
Q3 | $8.7M | Buy |
78,470
+9,308
| +13% | +$1.03M | 1.23% | 22 |
|
|
2020
Q2 | $7.55M | Buy |
69,162
+6,325
| +10% | +$691K | 1.15% | 23 |
|
|
2020
Q1 | $6.08M | Buy |
62,837
+3,155
| +5% | +$305K | 1.15% | 23 |
|
|
2019
Q4 | $6.84M | Buy |
+59,682
| New | +$6.84M | 1.22% | 26 |
|