VWA
Visionary Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
175,274
+139,717
| +393% | +$2.53M | 0.16% | 146 |
|
|
2025
Q1 | $661K | Buy |
35,557
+1,188
| +3% | +$22.1K | 0.04% | 308 |
|
|
2024
Q4 | $673K | Buy |
34,369
+197
| +0.6% | +$3.86K | 0.04% | 307 |
|
|
2024
Q3 | $548K | Sell |
34,172
-397
| -1% | -$6.37K | 0.03% | 335 |
|
|
2024
Q2 | $561K | Sell |
34,569
-3,342
| -9% | -$54.2K | 0.04% | 310 |
|
|
2024
Q1 | $596K | Buy |
37,911
+221
| +0.6% | +$3.48K | 0.04% | 296 |
|
|
2023
Q4 | $520K | Buy |
37,690
+515
| +1% | +$7.11K | 0.04% | 308 |
|
|
2023
Q3 | $522K | Buy |
37,175
+993
| +3% | +$13.9K | 0.04% | 293 |
|
|
2023
Q2 | $460K | Buy |
36,182
+188
| +0.5% | +$2.39K | 0.04% | 305 |
|
|
2023
Q1 | $449K | Buy |
35,994
+364
| +1% | +$4.54K | 0.04% | 294 |
|
|
2022
Q4 | $423K | Buy |
35,630
+5,924
| +20% | +$70.3K | 0.04% | 261 |
|
|
2022
Q3 | $328K | Buy |
29,706
+4,231
| +17% | +$46.7K | 0.03% | 280 |
|
|
2022
Q2 | $254K | Buy |
25,475
+6,715
| +36% | +$67K | 0.02% | 352 |
|
|
2022
Q1 | $210K | Buy |
18,760
+5,630
| +43% | +$63K | 0.02% | 397 |
|
|
2021
Q4 | $108K | Buy |
13,130
+32
| +0.2% | +$263 | 0.01% | 370 |
|
|
2021
Q3 | $125K | Buy |
13,098
+1,950
| +17% | +$18.6K | 0.01% | 300 |
|
|
2021
Q2 | $119K | Buy |
+11,148
| New | +$119K | 0.01% | 325 |
|
|
2020
Q4 | – | Sell |
-12,996
| Closed | -$70K | – | 293 |
|
|
2020
Q3 | $70K | Buy |
12,996
+2,492
| +24% | +$13.4K | 0.01% | 250 |
|
|
2020
Q2 | $75K | Sell |
10,504
-1,953
| -16% | -$13.9K | 0.01% | 229 |
|
|
2020
Q1 | $57K | Buy |
+12,457
| New | +$57K | 0.01% | 197 |
|