VWA
Visionary Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,472
| Closed | -$928K | – | 475 |
|
|
2023
Q1 | $928K | Buy |
+18,472
| New | +$928K | 0.08% | 203 |
|
|
2021
Q1 | – | Sell |
-4,999
| Closed | -$253K | – | 319 |
|
|
2020
Q4 | $253K | Sell |
4,999
-39,630
| -89% | -$2.01M | 0.03% | 256 |
|
|
2020
Q3 | $2.26M | Sell |
44,629
-7,611
| -15% | -$385K | 0.32% | 79 |
|
|
2020
Q2 | $2.64M | Sell |
52,240
-6,062
| -10% | -$306K | 0.4% | 69 |
|
|
2020
Q1 | $2.91M | Buy |
58,302
+9,124
| +19% | +$456K | 0.55% | 58 |
|
|
2019
Q4 | $2.48M | Buy |
+49,178
| New | +$2.48M | 0.44% | 60 |
|