VWA
Visionary Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
4,029
-540
| -12% | -$33.5K | 0.01% | 503 |
|
|
2025
Q1 | $267K | Buy |
4,569
+188
| +4% | +$11K | 0.02% | 469 |
|
|
2024
Q4 | $273K | Buy |
4,381
+11
| +0.3% | +$685 | 0.02% | 458 |
|
|
2024
Q3 | $272K | Sell |
4,370
-565
| -11% | -$35.2K | 0.02% | 456 |
|
|
2024
Q2 | $289K | Buy |
4,935
+880
| +22% | +$51.5K | 0.02% | 418 |
|
|
2024
Q1 | $246K | Buy |
4,055
+3,244
| +400% | +$197K | 0.02% | 434 |
|
|
2023
Q4 | $225K | Sell |
811
-242
| -23% | -$67.1K | 0.02% | 443 |
|
|
2023
Q3 | $263K | Buy |
1,053
+22
| +2% | +$5.49K | 0.02% | 390 |
|
|
2023
Q2 | $270K | Sell |
1,031
-16
| -2% | -$4.19K | 0.02% | 384 |
|
|
2023
Q1 | $262K | Buy |
1,047
+1
| +0.1% | +$250 | 0.02% | 375 |
|
|
2022
Q4 | $253K | Buy |
+1,046
| New | +$253K | 0.02% | 357 |
|
|
2022
Q3 | – | Sell |
-1,071
| Closed | -$242K | – | 425 |
|
|
2022
Q2 | $242K | Buy |
1,071
+6
| +0.6% | +$1.36K | 0.02% | 360 |
|
|
2022
Q1 | $286K | Buy |
1,065
+7
| +0.7% | +$1.88K | 0.02% | 334 |
|
|
2021
Q4 | $299K | Buy |
1,058
+163
| +18% | +$46.1K | 0.02% | 293 |
|
|
2021
Q3 | $236K | Buy |
895
+54
| +6% | +$14.2K | 0.02% | 276 |
|
|
2021
Q2 | $226K | Buy |
841
+14
| +2% | +$3.76K | 0.02% | 303 |
|
|
2021
Q1 | $215K | Sell |
827
-441
| -35% | -$115K | 0.02% | 300 |
|
|
2020
Q4 | $291K | Buy |
+1,268
| New | +$291K | 0.03% | 234 |
|
|
2020
Q3 | – | Sell |
-1,300
| Closed | -$231K | – | 266 |
|
|
2020
Q2 | $231K | Sell |
1,300
-247
| -16% | -$43.9K | 0.04% | 208 |
|
|
2020
Q1 | $223K | Sell |
1,547
-59
| -4% | -$8.51K | 0.04% | 179 |
|
|
2019
Q4 | $330K | Buy |
+1,606
| New | +$330K | 0.06% | 154 |
|