VWA
Visionary Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,834
| Closed | -$216K | – | 464 |
|
|
2023
Q2 | $216K | Sell |
3,834
-623
| -14% | -$35.2K | 0.02% | 422 |
|
|
2023
Q1 | $241K | Sell |
4,457
-3,239
| -42% | -$175K | 0.02% | 388 |
|
|
2022
Q4 | $405K | Sell |
7,696
-6,228
| -45% | -$328K | 0.04% | 267 |
|
|
2022
Q3 | $657K | Sell |
13,924
-1,005
| -7% | -$47.4K | 0.07% | 193 |
|
|
2022
Q2 | $753K | Buy |
14,929
+1,956
| +15% | +$98.7K | 0.07% | 197 |
|
|
2022
Q1 | $791K | Sell |
12,973
-43,229
| -77% | -$2.64M | 0.06% | 198 |
|
|
2021
Q4 | $3.7M | Sell |
56,202
-5,028
| -8% | -$331K | 0.3% | 84 |
|
|
2021
Q3 | $3.84M | Buy |
61,230
+51,366
| +521% | +$3.22M | 0.4% | 65 |
|
|
2021
Q2 | $3.56M | Buy |
9,864
+1,231
| +14% | +$444K | 0.36% | 73 |
|
|
2021
Q1 | $2.85M | Buy |
+8,633
| New | +$2.85M | 0.3% | 88 |
|