VWA
Visionary Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
10,982
-33,006
| -75% | -$1.53M | 0.03% | 357 |
|
|
2025
Q1 | $2.03M | Buy |
43,988
+8,968
| +26% | +$413K | 0.12% | 170 |
|
|
2024
Q4 | $1.58M | Sell |
35,020
-19,070
| -35% | -$862K | 0.09% | 197 |
|
|
2024
Q3 | $2.55M | Buy |
54,090
+16,813
| +45% | +$792K | 0.16% | 147 |
|
|
2024
Q2 | $1.69M | Sell |
37,277
-18,209
| -33% | -$823K | 0.11% | 187 |
|
|
2024
Q1 | $2.53M | Sell |
55,486
-10,412
| -16% | -$475K | 0.17% | 145 |
|
|
2023
Q4 | $3.04M | Buy |
65,898
+48,589
| +281% | +$2.24M | 0.22% | 116 |
|
|
2023
Q3 | $757K | Sell |
17,309
-15,305
| -47% | -$669K | 0.06% | 241 |
|
|
2023
Q2 | $1.48M | Sell |
32,614
-73,178
| -69% | -$3.33M | 0.12% | 172 |
|
|
2023
Q1 | $4.88M | Sell |
105,792
-21,869
| -17% | -$1.01M | 0.41% | 70 |
|
|
2022
Q4 | $5.74M | Sell |
127,661
-2,477
| -2% | -$111K | 0.53% | 56 |
|
|
2022
Q3 | $5.79M | Sell |
130,138
-2,688
| -2% | -$120K | 0.6% | 40 |
|
|
2022
Q2 | $6.22M | Sell |
132,826
-181,274
| -58% | -$8.49M | 0.56% | 44 |
|
|
2022
Q1 | $15.6M | Buy |
314,100
+60,557
| +24% | +$3.01M | 1.25% | 17 |
|
|
2021
Q4 | $13.4M | Sell |
253,543
-18,388
| -7% | -$973K | 1.1% | 24 |
|
|
2021
Q3 | $14.5M | Sell |
271,931
-15,311
| -5% | -$815K | 1.49% | 18 |
|
|
2021
Q2 | $15.4M | Buy |
287,242
+61,696
| +27% | +$3.3M | 1.54% | 18 |
|
|
2021
Q1 | $11.9M | Sell |
225,546
-8,105
| -3% | -$428K | 1.25% | 22 |
|
|
2020
Q4 | $12.8M | Buy |
233,651
+48,415
| +26% | +$2.64M | 1.43% | 21 |
|
|
2020
Q3 | $10.1M | Buy |
+185,236
| New | +$10.1M | 1.42% | 20 |
|