VWA
Visionary Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
3,930
+10
| +0.3% | +$1.35K | 0.03% | 349 |
|
|
2025
Q1 | $478K | Sell |
3,920
-45
| -1% | -$5.49K | 0.03% | 357 |
|
|
2024
Q4 | $511K | Sell |
3,965
-20
| -0.5% | -$2.58K | 0.03% | 349 |
|
|
2024
Q3 | $503K | Buy |
3,985
+4
| +0.1% | +$505 | 0.03% | 344 |
|
|
2024
Q2 | $475K | Sell |
3,981
-70
| -2% | -$8.35K | 0.03% | 331 |
|
|
2024
Q1 | $466K | Sell |
4,051
-19
| -0.5% | -$2.18K | 0.03% | 333 |
|
|
2023
Q4 | $427K | Sell |
4,070
-635
| -13% | -$66.6K | 0.03% | 340 |
|
|
2023
Q3 | $442K | Sell |
4,705
-328
| -7% | -$30.8K | 0.04% | 319 |
|
|
2023
Q2 | $491K | Sell |
5,033
-359
| -7% | -$35K | 0.04% | 298 |
|
|
2023
Q1 | $488K | Sell |
5,392
-515
| -9% | -$46.6K | 0.04% | 282 |
|
|
2022
Q4 | $501K | Sell |
5,907
-578
| -9% | -$49K | 0.05% | 237 |
|
|
2022
Q3 | $515K | Sell |
6,485
-1,590
| -20% | -$126K | 0.05% | 221 |
|
|
2022
Q2 | $678K | Sell |
8,075
-13,292
| -62% | -$1.12M | 0.06% | 204 |
|
|
2022
Q1 | $2.17M | Sell |
21,367
-3,998
| -16% | -$405K | 0.17% | 118 |
|
|
2021
Q4 | $2.74M | Sell |
25,365
-2,602
| -9% | -$281K | 0.22% | 102 |
|
|
2021
Q3 | $2.75M | Buy |
27,967
+1,297
| +5% | +$128K | 0.28% | 86 |
|
|
2021
Q2 | $2.63M | Buy |
26,670
+4,164
| +19% | +$410K | 0.26% | 90 |
|
|
2021
Q1 | $2.05M | Buy |
22,506
+8,998
| +67% | +$818K | 0.22% | 108 |
|
|
2020
Q4 | $1.16M | Buy |
13,508
+60
| +0.4% | +$5.16K | 0.13% | 127 |
|
|
2020
Q3 | $1.03M | Sell |
13,448
-5,484
| -29% | -$418K | 0.14% | 115 |
|
|
2020
Q2 | $1.33M | Buy |
18,932
+13,085
| +224% | +$916K | 0.2% | 106 |
|
|
2020
Q1 | $336K | Buy |
+5,847
| New | +$336K | 0.06% | 146 |
|