VWA
Visionary Wealth Advisors’s Eaton ETN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $638K | Sell |
1,788
-63
| -3% | -$22.5K | 0.03% | 325 |
|
2025
Q1 | $503K | Sell |
1,851
-40
| -2% | -$10.9K | 0.03% | 347 |
|
2024
Q4 | $628K | Sell |
1,891
-14
| -0.7% | -$4.65K | 0.04% | 320 |
|
2024
Q3 | $631K | Sell |
1,905
-9
| -0.5% | -$2.98K | 0.04% | 314 |
|
2024
Q2 | $600K | Buy |
1,914
+59
| +3% | +$18.5K | 0.04% | 301 |
|
2024
Q1 | $580K | Hold |
1,855
| – | – | 0.04% | 305 |
|
2023
Q4 | $447K | Buy |
1,855
+90
| +5% | +$21.7K | 0.03% | 334 |
|
2023
Q3 | $376K | Buy |
1,765
+55
| +3% | +$11.7K | 0.03% | 336 |
|
2023
Q2 | $344K | Sell |
1,710
-40
| -2% | -$8.04K | 0.03% | 343 |
|
2023
Q1 | $300K | Sell |
1,750
-71
| -4% | -$12.2K | 0.03% | 355 |
|
2022
Q4 | $286K | Sell |
1,821
-7
| -0.4% | -$1.1K | 0.03% | 333 |
|
2022
Q3 | $244K | Buy |
1,828
+7
| +0.4% | +$934 | 0.03% | 334 |
|
2022
Q2 | $229K | Buy |
1,821
+92
| +5% | +$11.6K | 0.02% | 370 |
|
2022
Q1 | $262K | Sell |
1,729
-212
| -11% | -$32.1K | 0.02% | 359 |
|
2021
Q4 | $335K | Buy |
1,941
+374
| +24% | +$64.5K | 0.03% | 279 |
|
2021
Q3 | $234K | Sell |
1,567
-12
| -0.8% | -$1.79K | 0.02% | 277 |
|
2021
Q2 | $234K | Sell |
1,579
-594
| -27% | -$88K | 0.02% | 301 |
|
2021
Q1 | $300K | Buy |
2,173
+355
| +20% | +$49K | 0.03% | 252 |
|
2020
Q4 | $218K | Buy |
+1,818
| New | +$218K | 0.02% | 281 |
|