Visionary Wealth Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.64M Sell
53,965
-8,397
-13% -$723K 0.24% 102
2025
Q1
$4.6M Buy
62,362
+1,178
+2% +$86.9K 0.28% 96
2024
Q4
$4.96M Buy
61,184
+1,290
+2% +$105K 0.29% 94
2024
Q3
$4.6M Sell
59,894
-411
-0.7% -$31.6K 0.28% 93
2024
Q2
$4.53M Buy
60,305
+14,050
+30% +$1.06M 0.3% 91
2024
Q1
$3.25M Buy
46,255
+1,101
+2% +$77.3K 0.22% 117
2023
Q4
$2.76M Buy
45,154
+6,235
+16% +$381K 0.2% 129
2023
Q3
$2.1M Buy
38,919
+1,738
+5% +$93.7K 0.17% 138
2023
Q2
$2.07M Buy
37,181
+11,816
+47% +$659K 0.17% 140
2023
Q1
$1.25M Buy
+25,365
New +$1.25M 0.11% 176