VWA
Visionary Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
26,879
+10,352
| +63% | +$1.23M | 0.16% | 142 |
|
|
2025
Q1 | $1.95M | Buy |
16,527
+211
| +1% | +$24.9K | 0.12% | 175 |
|
|
2024
Q4 | $1.89M | Buy |
16,316
+14,501
| +799% | +$1.68M | 0.11% | 178 |
|
|
2024
Q3 | $217K | Sell |
1,815
-15
| -0.8% | -$1.79K | 0.01% | 497 |
|
|
2024
Q2 | $211K | Sell |
1,830
-495
| -21% | -$57.2K | 0.01% | 484 |
|
|
2024
Q1 | $269K | Sell |
2,325
-485
| -17% | -$56.2K | 0.02% | 416 |
|
|
2023
Q4 | $329K | Sell |
2,810
-1,732
| -38% | -$203K | 0.02% | 380 |
|
|
2023
Q3 | $514K | Sell |
4,542
-1,062
| -19% | -$120K | 0.04% | 295 |
|
|
2023
Q2 | $646K | Sell |
5,604
-3,303
| -37% | -$381K | 0.05% | 256 |
|
|
2023
Q1 | $1.05M | Sell |
8,907
-3,949
| -31% | -$465K | 0.09% | 188 |
|
|
2022
Q4 | $1.48M | Sell |
12,856
-2,507
| -16% | -$288K | 0.14% | 146 |
|
|
2022
Q3 | $1.76M | Sell |
15,363
-3,685
| -19% | -$421K | 0.18% | 120 |
|
|
2022
Q2 | $2.27M | Sell |
19,048
-8,586
| -31% | -$1.02M | 0.2% | 112 |
|
|
2022
Q1 | $3.37M | Sell |
27,634
-56,307
| -67% | -$6.87M | 0.27% | 97 |
|
|
2021
Q4 | $10.8M | Buy |
83,941
+3,073
| +4% | +$395K | 0.89% | 30 |
|
|
2021
Q3 | $10.5M | Sell |
80,868
-33,221
| -29% | -$4.32M | 1.08% | 27 |
|
|
2021
Q2 | $14.9M | Sell |
114,089
-10,492
| -8% | -$1.37M | 1.5% | 21 |
|
|
2021
Q1 | $16.2M | Sell |
124,581
-5,374
| -4% | -$698K | 1.7% | 15 |
|
|
2020
Q4 | $17.3M | Sell |
129,955
-6,772
| -5% | -$901K | 1.94% | 11 |
|
|
2020
Q3 | $18.3M | Buy |
136,727
+14,524
| +12% | +$1.94M | 2.57% | 8 |
|
|
2020
Q2 | $16.3M | Buy |
122,203
+31,504
| +35% | +$4.21M | 2.49% | 8 |
|
|
2020
Q1 | $12.1M | Buy |
90,699
+41,330
| +84% | +$5.51M | 2.28% | 8 |
|
|
2019
Q4 | $6.21M | Buy |
+49,369
| New | +$6.21M | 1.11% | 28 |
|