VWA
Visionary Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
20,596
-67
| -0.3% | -$7.32K | 0.12% | 179 |
|
|
2025
Q1 | $2.16M | Buy |
20,663
+3,483
| +20% | +$364K | 0.13% | 163 |
|
|
2024
Q4 | $1.98M | Buy |
17,180
+490
| +3% | +$56.5K | 0.12% | 169 |
|
|
2024
Q3 | $1.95M | Buy |
16,690
+82
| +0.5% | +$9.59K | 0.12% | 180 |
|
|
2024
Q2 | $1.77M | Buy |
16,608
+19
| +0.1% | +$2.03K | 0.12% | 182 |
|
|
2024
Q1 | $1.83M | Sell |
16,589
-316
| -2% | -$34.9K | 0.12% | 176 |
|
|
2023
Q4 | $1.83M | Buy |
16,905
+79
| +0.5% | +$8.55K | 0.13% | 163 |
|
|
2023
Q3 | $1.59M | Buy |
16,826
+3,377
| +25% | +$319K | 0.13% | 163 |
|
|
2023
Q2 | $1.34M | Buy |
13,449
+2,262
| +20% | +$225K | 0.11% | 185 |
|
|
2023
Q1 | $1.08M | Buy |
11,187
+879
| +9% | +$85K | 0.09% | 185 |
|
|
2022
Q4 | $976K | Buy |
10,308
+7,963
| +340% | +$754K | 0.09% | 179 |
|
|
2022
Q3 | $204K | Sell |
2,345
-315
| -12% | -$27.4K | 0.02% | 367 |
|
|
2022
Q2 | $246K | Buy |
2,660
+358
| +16% | +$33.1K | 0.02% | 357 |
|
|
2022
Q1 | $248K | Buy |
2,302
+449
| +24% | +$48.4K | 0.02% | 368 |
|
|
2021
Q4 | $212K | Buy |
+1,853
| New | +$212K | 0.02% | 355 |
|
|
2021
Q1 | – | Sell |
-2,367
| Closed | -$218K | – | 320 |
|
|
2020
Q4 | $218K | Buy |
+2,367
| New | +$218K | 0.02% | 282 |
|
|
2020
Q2 | – | Sell |
-5,036
| Closed | -$283K | – | 236 |
|
|
2020
Q1 | $283K | Sell |
5,036
-59,115
| -92% | -$3.32M | 0.05% | 157 |
|
|
2019
Q4 | $5.38M | Buy |
+64,151
| New | +$5.38M | 0.96% | 31 |
|