VWA
Visionary Wealth Advisors’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,435
| Closed | -$700K | – | 548 |
|
|
2024
Q3 | $700K | Sell |
28,435
-104
| -0.4% | -$2.56K | 0.04% | 300 |
|
|
2024
Q2 | $660K | Buy |
28,539
+126
| +0.4% | +$2.91K | 0.04% | 289 |
|
|
2024
Q1 | $684K | Buy |
28,413
+313
| +1% | +$7.54K | 0.05% | 279 |
|
|
2023
Q4 | $647K | Buy |
28,100
+1,927
| +7% | +$44.3K | 0.05% | 275 |
|
|
2023
Q3 | $533K | Buy |
26,173
+6,428
| +33% | +$131K | 0.04% | 287 |
|
|
2023
Q2 | $461K | Buy |
19,745
+1,428
| +8% | +$33.3K | 0.04% | 304 |
|
|
2023
Q1 | $426K | Buy |
18,317
+137
| +0.8% | +$3.19K | 0.04% | 299 |
|
|
2022
Q4 | $458K | Buy |
18,180
+1,717
| +10% | +$43.3K | 0.04% | 251 |
|
|
2022
Q3 | $434K | Buy |
16,463
+2,031
| +14% | +$53.5K | 0.05% | 245 |
|
|
2022
Q2 | $417K | Sell |
14,432
-4,695
| -25% | -$136K | 0.04% | 268 |
|
|
2022
Q1 | $659K | Buy |
19,127
+4,546
| +31% | +$157K | 0.05% | 217 |
|
|
2021
Q4 | $639K | Buy |
14,581
+2,403
| +20% | +$105K | 0.05% | 205 |
|
|
2021
Q3 | $618K | Buy |
12,178
+1,121
| +10% | +$56.9K | 0.06% | 168 |
|
|
2021
Q2 | $575K | Buy |
11,057
+377
| +4% | +$19.6K | 0.06% | 192 |
|
|
2021
Q1 | $488K | Buy |
10,680
+3,514
| +49% | +$161K | 0.05% | 199 |
|
|
2020
Q4 | $329K | Buy |
+7,166
| New | +$329K | 0.04% | 223 |
|