VWA
Visionary Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
4,709
-60
| -1% | -$6.61K | 0.03% | 353 |
|
|
2025
Q1 | $443K | Sell |
4,769
-241
| -5% | -$22.4K | 0.03% | 365 |
|
|
2024
Q4 | $509K | Buy |
5,010
+14
| +0.3% | +$1.42K | 0.03% | 351 |
|
|
2024
Q3 | $478K | Buy |
4,996
+200
| +4% | +$19.2K | 0.03% | 350 |
|
|
2024
Q2 | $444K | Sell |
4,796
-128
| -3% | -$11.8K | 0.03% | 347 |
|
|
2024
Q1 | $416K | Buy |
4,924
+63
| +1% | +$5.32K | 0.03% | 354 |
|
|
2023
Q4 | $365K | Sell |
4,861
-222
| -4% | -$16.7K | 0.03% | 360 |
|
|
2023
Q3 | $348K | Sell |
5,083
-2
| -0% | -$137 | 0.03% | 349 |
|
|
2023
Q2 | $358K | Buy |
5,085
+11
| +0.2% | +$775 | 0.03% | 342 |
|
|
2023
Q1 | $324K | Buy |
5,074
+118
| +2% | +$7.54K | 0.03% | 340 |
|
|
2022
Q4 | $290K | Sell |
4,956
-429
| -8% | -$25.1K | 0.03% | 328 |
|
|
2022
Q3 | $312K | Sell |
5,385
-150,220
| -97% | -$8.7M | 0.03% | 286 |
|
|
2022
Q2 | $9.39M | Buy |
155,605
+14,846
| +11% | +$896K | 0.84% | 28 |
|
|
2022
Q1 | $10.8M | Buy |
140,759
+6,918
| +5% | +$528K | 0.86% | 28 |
|
|
2021
Q4 | $11.2M | Sell |
133,841
-424
| -0.3% | -$35.5K | 0.92% | 28 |
|
|
2021
Q3 | $9.92M | Sell |
134,265
-1,259
| -0.9% | -$93K | 1.02% | 28 |
|
|
2021
Q2 | $9.86M | Buy |
135,524
+38,819
| +40% | +$2.82M | 0.99% | 27 |
|
|
2021
Q1 | $6.3M | Buy |
96,705
+7,548
| +8% | +$491K | 0.66% | 38 |
|
|
2020
Q4 | $5.69M | Buy |
89,157
+86,475
| +3,224% | +$5.52M | 0.64% | 41 |
|
|
2020
Q3 | $620K | Buy |
+2,682
| New | +$620K | 0.09% | 144 |
|
|
2020
Q2 | – | Sell |
-1,359
| Closed | -$225K | – | 237 |
|
|
2020
Q1 | $225K | Sell |
1,359
-4,367
| -76% | -$723K | 0.04% | 175 |
|
|
2019
Q4 | $1.11M | Buy |
+5,726
| New | +$1.11M | 0.2% | 97 |
|