VWA
Visionary Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,048
| Closed | -$245K | – | 321 |
|
|
2020
Q4 | $245K | Buy |
1,048
+2
| +0.2% | +$468 | 0.03% | 263 |
|
|
2020
Q3 | $210K | Sell |
1,046
-75
| -7% | -$15.1K | 0.03% | 238 |
|
|
2020
Q2 | $207K | Sell |
1,121
-404
| -26% | -$74.6K | 0.03% | 218 |
|
|
2020
Q1 | $234K | Sell |
1,525
-219
| -13% | -$33.6K | 0.04% | 172 |
|
|
2019
Q4 | $365K | Buy |
+1,744
| New | +$365K | 0.07% | 147 |
|