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VWA
Visionary Wealth Advisors’s
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
Stock Holding History
Visionary Wealth Advisors’s Portfolio
HYGV Stock Details
HYGV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-14,009
Closed
-$566K
–
584
2025
Q1
$566K
Sell
14,009
-272
-2%
-$11.1K
0.03%
324
2024
Q4
$581K
Buy
14,281
+920
+7%
+$37.8K
0.03%
331
2024
Q3
$557K
Sell
13,361
-34,806
-72%
-$1.43M
0.03%
331
2024
Q2
$1.95M
Sell
48,167
-6,078
-11%
-$246K
0.13%
169
2024
Q1
$2.23M
Buy
54,245
+3,472
+7%
+$142K
0.15%
158
2023
Q4
$2.08M
Buy
50,773
+4,113
+9%
+$163K
0.15%
151
2023
Q3
$1.86M
Buy
46,660
+3,356
+8%
+$135K
0.15%
148
2023
Q2
$1.75M
Buy
43,304
+13,996
+48%
+$561K
0.14%
152
2023
Q1
$1.19M
Buy
29,308
+4,576
+19%
+$186K
0.1%
179
2022
Q4
$986K
Buy
24,732
+12,381
+100%
+$497K
0.09%
178
2022
Q3
$483K
Buy
12,351
+3,064
+33%
+$127K
0.05%
232
2022
Q2
$375K
Buy
9,287
+4,190
+82%
+$182K
0.03%
282
2022
Q1
$236K
Buy
+5,097
New
+$240K
0.02%
376
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28.64%
1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Portfolio Solutions
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$18.1B AUM
15%
1-Year Est. Return
BCM
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Walnut Creek, California
$436M AUM
24%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
UBG
United Bank (Georgia)
Zebulon, Georgia
$301M AUM
19.61%
1-Year Est. Return
OPAM
Ocean Park Asset Management
Santa Monica, California
$2.08B AUM
5.32%
1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville, Tennessee
$4.18B AUM
16.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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