VWA
Visionary Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7M | Buy |
92,894
+4,799
| +5% | +$2.98M | 2.95% | 3 |
|
|
2025
Q1 | $49.5M | Sell |
88,095
-757
| -0.9% | -$425K | 2.97% | 1 |
|
|
2024
Q4 | $52.3M | Sell |
88,852
-858
| -1% | -$505K | 3.07% | 3 |
|
|
2024
Q3 | $51.7M | Buy |
89,710
+989
| +1% | +$570K | 3.15% | 1 |
|
|
2024
Q2 | $48.6M | Buy |
88,721
+210
| +0.2% | +$115K | 3.17% | 1 |
|
|
2024
Q1 | $46.5M | Sell |
88,511
-4,188
| -5% | -$2.2M | 3.14% | 1 |
|
|
2023
Q4 | $44.3M | Buy |
92,699
+56
| +0.1% | +$26.7K | 3.25% | 1 |
|
|
2023
Q3 | $39.8M | Sell |
92,643
-617
| -0.7% | -$265K | 3.22% | 1 |
|
|
2023
Q2 | $41.6M | Sell |
93,260
-1,993
| -2% | -$888K | 3.33% | 1 |
|
|
2023
Q1 | $39.2M | Sell |
95,253
-11,788
| -11% | -$4.85M | 3.32% | 2 |
|
|
2022
Q4 | $41.1M | Sell |
107,041
-3,067
| -3% | -$1.18M | 3.8% | 1 |
|
|
2022
Q3 | $39.5M | Sell |
110,108
-994
| -0.9% | -$356K | 4.1% | 1 |
|
|
2022
Q2 | $42.1M | Buy |
111,102
+1,349
| +1% | +$511K | 3.78% | 1 |
|
|
2022
Q1 | $49.8M | Buy |
109,753
+33,108
| +43% | +$15M | 4.01% | 1 |
|
|
2021
Q4 | $36.6M | Buy |
76,645
+9,093
| +13% | +$4.34M | 3% | 4 |
|
|
2021
Q3 | $29.1M | Buy |
67,552
+1,749
| +3% | +$754K | 3% | 4 |
|
|
2021
Q2 | $28.3M | Sell |
65,803
-2,402
| -4% | -$1.03M | 2.84% | 3 |
|
|
2021
Q1 | $27.1M | Sell |
68,205
-8,927
| -12% | -$3.55M | 2.85% | 4 |
|
|
2020
Q4 | $29M | Sell |
77,132
-10,810
| -12% | -$4.06M | 3.25% | 4 |
|
|
2020
Q3 | $29.6M | Buy |
87,942
+5,405
| +7% | +$1.82M | 4.16% | 1 |
|
|
2020
Q2 | $25.6M | Buy |
82,537
+14,499
| +21% | +$4.49M | 3.89% | 3 |
|
|
2020
Q1 | $17.6M | Buy |
68,038
+4,504
| +7% | +$1.16M | 3.31% | 3 |
|
|
2019
Q4 | $20.5M | Buy |
+63,534
| New | +$20.5M | 3.68% | 2 |
|