VWA
Visionary Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,830
| Closed | -$222K | – | 541 |
|
|
2024
Q2 | $222K | Sell |
9,830
-81,113
| -89% | -$1.83M | 0.01% | 479 |
|
|
2024
Q1 | $2.07M | Buy |
90,943
+10,174
| +13% | +$232K | 0.14% | 166 |
|
|
2023
Q4 | $1.86M | Buy |
+80,769
| New | +$1.86M | 0.14% | 160 |
|
|
2021
Q2 | – | Sell |
-15,574
| Closed | -$408K | – | 342 |
|
|
2021
Q1 | $408K | Sell |
15,574
-61,074
| -80% | -$1.6M | 0.04% | 216 |
|
|
2020
Q4 | $2.09M | Sell |
76,648
-142,550
| -65% | -$3.88M | 0.23% | 96 |
|
|
2020
Q3 | $6.13M | Sell |
219,198
-31,919
| -13% | -$892K | 0.86% | 34 |
|
|
2020
Q2 | $7.03M | Buy |
251,117
+47,052
| +23% | +$1.32M | 1.07% | 26 |
|
|
2020
Q1 | $5.72M | Buy |
204,065
+147,627
| +262% | +$4.14M | 1.08% | 25 |
|
|
2019
Q4 | $1.46M | Buy |
+56,438
| New | +$1.46M | 0.26% | 84 |
|