VWA
Visionary Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
1,089
-199
| -15% | -$141K | 0.04% | 305 |
|
|
2025
Q1 | $704K | Buy |
1,288
+246
| +24% | +$134K | 0.04% | 299 |
|
|
2024
Q4 | $597K | Buy |
1,042
+157
| +18% | +$89.9K | 0.04% | 326 |
|
|
2024
Q3 | $438K | Sell |
885
-1
| -0.1% | -$495 | 0.03% | 360 |
|
|
2024
Q2 | $401K | Hold |
886
| – | – | 0.03% | 362 |
|
|
2024
Q1 | $370K | Buy |
886
+1
| +0.1% | +$418 | 0.03% | 377 |
|
|
2023
Q4 | $342K | Buy |
885
+26
| +3% | +$10K | 0.03% | 373 |
|
|
2023
Q3 | $278K | Sell |
859
-29
| -3% | -$9.39K | 0.02% | 377 |
|
|
2023
Q2 | $286K | Sell |
888
-68
| -7% | -$21.9K | 0.02% | 373 |
|
|
2023
Q1 | $313K | Sell |
956
-192
| -17% | -$62.8K | 0.03% | 348 |
|
|
2022
Q4 | $394K | Sell |
1,148
-114
| -9% | -$39.1K | 0.04% | 273 |
|
|
2022
Q3 | $370K | Buy |
1,262
+28
| +2% | +$8.21K | 0.04% | 264 |
|
|
2022
Q2 | $366K | Sell |
1,234
-16
| -1% | -$4.75K | 0.03% | 290 |
|
|
2022
Q1 | $413K | Buy |
1,250
+261
| +26% | +$86.2K | 0.03% | 280 |
|
|
2021
Q4 | $378K | Buy |
989
+83
| +9% | +$31.7K | 0.03% | 265 |
|
|
2021
Q3 | $342K | Sell |
906
-303
| -25% | -$114K | 0.04% | 232 |
|
|
2021
Q2 | $459K | Buy |
1,209
+197
| +19% | +$74.8K | 0.05% | 211 |
|
|
2021
Q1 | $331K | Sell |
1,012
-417
| -29% | -$136K | 0.03% | 241 |
|
|
2020
Q4 | $377K | Buy |
1,429
+142
| +11% | +$37.5K | 0.04% | 210 |
|
|
2020
Q3 | $259K | Buy |
1,287
+89
| +7% | +$17.9K | 0.04% | 209 |
|
|
2020
Q2 | $237K | Buy |
+1,198
| New | +$237K | 0.04% | 202 |
|