VWA
Visionary Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
18,606
-35
| -0.2% | -$2.82K | 0.08% | 228 |
|
|
2025
Q1 | $1.47M | Buy |
18,641
+5,954
| +47% | +$470K | 0.09% | 209 |
|
|
2024
Q4 | $998K | Buy |
12,687
+1,807
| +17% | +$142K | 0.06% | 254 |
|
|
2024
Q3 | $874K | Buy |
10,880
+2,840
| +35% | +$228K | 0.05% | 270 |
|
|
2024
Q2 | $620K | Sell |
8,040
-641
| -7% | -$49.4K | 0.04% | 298 |
|
|
2024
Q1 | $675K | Buy |
8,681
+605
| +7% | +$47K | 0.05% | 282 |
|
|
2023
Q4 | $625K | Sell |
8,076
-413
| -5% | -$32K | 0.05% | 283 |
|
|
2023
Q3 | $626K | Buy |
8,489
+2,536
| +43% | +$187K | 0.05% | 265 |
|
|
2023
Q2 | $447K | Buy |
5,953
+1,846
| +45% | +$139K | 0.04% | 309 |
|
|
2023
Q1 | $310K | Buy |
4,107
+452
| +12% | +$34.2K | 0.03% | 352 |
|
|
2022
Q4 | $269K | Sell |
3,655
-41,166
| -92% | -$3.03M | 0.02% | 344 |
|
|
2022
Q3 | $3.2M | Buy |
44,821
+228
| +0.5% | +$16.3K | 0.33% | 78 |
|
|
2022
Q2 | $3.28M | Sell |
44,593
-2,824
| -6% | -$208K | 0.29% | 89 |
|
|
2022
Q1 | $3.9M | Buy |
47,417
+9,584
| +25% | +$789K | 0.31% | 86 |
|
|
2021
Q4 | $3.29M | Buy |
37,833
+3,494
| +10% | +$304K | 0.27% | 91 |
|
|
2021
Q3 | $3M | Buy |
34,339
+743
| +2% | +$65K | 0.31% | 82 |
|
|
2021
Q2 | $2.96M | Sell |
33,596
-1,849
| -5% | -$163K | 0.3% | 82 |
|
|
2021
Q1 | $3.09M | Sell |
35,445
-2,396
| -6% | -$209K | 0.33% | 84 |
|
|
2020
Q4 | $3.3M | Buy |
37,841
+3,270
| +9% | +$286K | 0.37% | 69 |
|
|
2020
Q3 | $2.9M | Buy |
34,571
+8,840
| +34% | +$742K | 0.41% | 65 |
|
|
2020
Q2 | $2.1M | Buy |
25,731
+2,126
| +9% | +$174K | 0.32% | 83 |
|
|
2020
Q1 | $1.82M | Buy |
23,605
+1,722
| +8% | +$133K | 0.34% | 80 |
|
|
2019
Q4 | $1.92M | Buy |
+21,883
| New | +$1.92M | 0.34% | 70 |
|