VWA
Visionary Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
2,320
| – | – | 0.02% | 377 |
|
|
2025
Q1 | $442K | Buy |
2,320
+1
| +0% | +$191 | 0.03% | 366 |
|
|
2024
Q4 | $443K | Sell |
2,319
-133
| -5% | -$25.4K | 0.03% | 369 |
|
|
2024
Q3 | $484K | Sell |
2,452
-1
| -0% | -$197 | 0.03% | 349 |
|
|
2024
Q2 | $446K | Buy |
2,453
+93
| +4% | +$16.9K | 0.03% | 344 |
|
|
2024
Q1 | $441K | Buy |
2,360
+23
| +1% | +$4.3K | 0.03% | 340 |
|
|
2023
Q4 | $406K | Sell |
2,337
-134
| -5% | -$23.3K | 0.03% | 349 |
|
|
2023
Q3 | $380K | Hold |
2,471
| – | – | 0.03% | 332 |
|
|
2023
Q2 | $398K | Hold |
2,471
| – | – | 0.03% | 322 |
|
|
2023
Q1 | $375K | Hold |
2,471
| – | – | 0.03% | 314 |
|
|
2022
Q4 | $358K | Buy |
2,471
+91
| +4% | +$13.2K | 0.03% | 289 |
|
|
2022
Q3 | $306K | Hold |
2,380
| – | – | 0.03% | 293 |
|
|
2022
Q2 | $327K | Hold |
2,380
| – | – | 0.03% | 305 |
|
|
2022
Q1 | $371K | Buy |
2,380
+65
| +3% | +$10.1K | 0.03% | 294 |
|
|
2021
Q4 | $363K | Sell |
2,315
-310
| -12% | -$48.6K | 0.03% | 268 |
|
|
2021
Q3 | $382K | Buy |
2,625
+202
| +8% | +$29.4K | 0.04% | 220 |
|
|
2021
Q2 | $358K | Buy |
2,423
+60
| +3% | +$8.87K | 0.04% | 246 |
|
|
2021
Q1 | $334K | Buy |
2,363
+115
| +5% | +$16.3K | 0.04% | 240 |
|
|
2020
Q4 | $288K | Hold |
2,248
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $253K | Buy |
+2,248
| New | +$253K | 0.04% | 213 |
|
|
2020
Q1 | – | Sell |
-9,517
| Closed | -$1.24M | – | 211 |
|
|
2019
Q4 | $1.24M | Buy |
+9,517
| New | +$1.24M | 0.22% | 95 |
|