VWA
Visionary Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-23,400
| Closed | -$1.34M | – | 297 |
|
|
2020
Q3 | $1.34M | Buy |
23,400
+917
| +4% | +$52.6K | 0.19% | 107 |
|
|
2020
Q2 | $1.21M | Sell |
22,483
-804
| -3% | -$43.1K | 0.18% | 113 |
|
|
2020
Q1 | $1.01M | Buy |
23,287
+4,466
| +24% | +$193K | 0.19% | 99 |
|
|
2019
Q4 | $1.12M | Buy |
+18,821
| New | +$1.12M | 0.2% | 96 |
|