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 |
|