VWA
Visionary Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
2,414
+338
| +16% | +$39.6K | 0.01% | 470 |
|
|
2025
Q1 | $251K | Sell |
2,076
-358
| -15% | -$43.4K | 0.02% | 481 |
|
|
2024
Q4 | $273K | Buy |
2,434
+17
| +0.7% | +$1.91K | 0.02% | 457 |
|
|
2024
Q3 | $284K | Buy |
2,417
+2
| +0.1% | +$235 | 0.02% | 441 |
|
|
2024
Q2 | $262K | Sell |
2,415
-693
| -22% | -$75.3K | 0.02% | 436 |
|
|
2024
Q1 | $343K | Buy |
3,108
+341
| +12% | +$37.6K | 0.02% | 389 |
|
|
2023
Q4 | $282K | Buy |
2,767
+4
| +0.1% | +$408 | 0.02% | 401 |
|
|
2023
Q3 | $273K | Sell |
2,763
-130
| -4% | -$12.9K | 0.02% | 381 |
|
|
2023
Q2 | $292K | Sell |
2,893
-100
| -3% | -$10.1K | 0.02% | 368 |
|
|
2023
Q1 | $304K | Buy |
2,993
+86
| +3% | +$8.74K | 0.03% | 354 |
|
|
2022
Q4 | $303K | Sell |
2,907
-225
| -7% | -$23.5K | 0.03% | 315 |
|
|
2022
Q3 | $286K | Sell |
3,132
-53
| -2% | -$4.84K | 0.03% | 306 |
|
|
2022
Q2 | $320K | Buy |
3,185
+207
| +7% | +$20.8K | 0.03% | 310 |
|
|
2022
Q1 | $318K | Buy |
2,978
+49
| +2% | +$5.23K | 0.03% | 317 |
|
|
2021
Q4 | $296K | Buy |
2,929
+30
| +1% | +$3.03K | 0.02% | 295 |
|
|
2021
Q3 | $273K | Hold |
2,899
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $280K | Buy |
2,899
+103
| +4% | +$9.95K | 0.03% | 275 |
|
|
2021
Q1 | $265K | Hold |
2,796
| – | – | 0.03% | 273 |
|
|
2020
Q4 | $245K | Sell |
2,796
-140
| -5% | -$12.3K | 0.03% | 262 |
|
|
2020
Q3 | $236K | Sell |
2,936
-174
| -6% | -$14K | 0.03% | 221 |
|
|
2020
Q2 | $252K | Sell |
3,110
-325
| -9% | -$26.3K | 0.04% | 193 |
|
|
2020
Q1 | $246K | Buy |
3,435
+649
| +23% | +$46.5K | 0.05% | 166 |
|
|
2019
Q4 | $273K | Buy |
+2,786
| New | +$273K | 0.05% | 173 |
|