VWA
Visionary Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,735
| Closed | -$778K | – | 426 |
|
|
2022
Q2 | $778K | Buy |
8,735
+328
| +4% | +$29.2K | 0.07% | 194 |
|
|
2022
Q1 | $861K | Buy |
8,407
+761
| +10% | +$77.9K | 0.07% | 187 |
|
|
2021
Q4 | $799K | Sell |
7,646
-2,314
| -23% | -$242K | 0.07% | 181 |
|
|
2021
Q3 | $1M | Buy |
9,960
+428
| +4% | +$43.1K | 0.1% | 139 |
|
|
2021
Q2 | $1.01M | Sell |
9,532
-364
| -4% | -$38.4K | 0.1% | 143 |
|
|
2021
Q1 | $997K | Sell |
9,896
-639
| -6% | -$64.4K | 0.1% | 143 |
|
|
2020
Q4 | $857K | Buy |
10,535
+5,092
| +94% | -$28.6K | 0.1% | 149 |
|
|
2020
Q3 | $666K | Buy |
5,443
+3,436
| +171% | +$420K | 0.09% | 141 |
|
|
2020
Q2 | $242K | Buy |
+2,007
| New | +$242K | 0.04% | 200 |
|