Visionary Wealth Advisors’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $292K | Sell |
29,937
-836
| -3% | -$8.79K | 0.01% | 529 |
|
|
2025
Q4 | $338K | Sell |
30,773
-2,064
| -6% | -$22.4K | 0.02% | 475 |
|
|
2025
Q3 | $358K | Sell |
32,837
-18
| -0.1% | -$203 | 0.02% | 456 |
|
|
2025
Q2 | $353K | Sell |
32,855
-4,886
| -13% | -$51.3K | 0.02% | 427 |
|
|
2025
Q1 | $431K | Buy |
37,741
+342
| +0.9% | +$3.91K | 0.03% | 372 |
|
|
2024
Q4 | $418K | Buy |
37,399
+425
| +1% | +$4.88K | 0.02% | 379 |
|
|
2024
Q3 | $429K | Sell |
36,974
-296
| -0.8% | -$3.51K | 0.03% | 369 |
|
|
2024
Q2 | $421K | Buy |
37,270
+1,465
| +4% | +$16.1K | 0.03% | 356 |
|
|
2024
Q1 | $399K | Sell |
35,805
-400
| -1% | -$4.39K | 0.03% | 359 |
|
|
2023
Q4 | $417K | Sell |
36,205
-3,509
| -9% | -$37.4K | 0.03% | 343 |
|
|
2023
Q3 | $407K | Sell |
39,714
-675
| -2% | -$7.3K | 0.03% | 327 |
|
|
2023
Q2 | $438K | Sell |
40,389
-1,760
| -4% | -$17.1K | 0.04% | 314 |
|
|
2023
Q1 | $398K | Buy |
42,149
+3,065
| +8% | +$32.5K | 0.03% | 304 |
|
|
2022
Q4 | $392K | Sell |
39,084
-225
| -0.6% | -$2.33K | 0.04% | 275 |
|
|
2022
Q3 | $352K | Buy |
39,309
+2,450
| +7% | +$27K | 0.04% | 270 |
|
|
2022
Q2 | $388K | Buy |
36,859
+2,075
| +6% | +$23.5K | 0.03% | 275 |
|
|
2022
Q1 | $413K | Sell |
34,784
-1,341
| -4% | -$15.8K | 0.03% | 281 |
|
|
2021
Q4 | $433K | Buy |
36,125
+3,700
| +11% | +$43.9K | 0.04% | 248 |
|
|
2021
Q3 | $358K | Buy |
32,425
+1,750
| +6% | +$19.6K | 0.04% | 224 |
|
|
2021
Q2 | $354K | Buy |
30,675
+200
| +0.7% | +$2.35K | 0.04% | 247 |
|
|
2021
Q1 | $360K | Buy |
30,475
+7,100
| +30% | +$77.3K | 0.04% | 225 |
|
|
2020
Q4 | $229K | Buy |
23,375
+700
| +3% | +$5.94K | 0.03% | 273 |
|
|
2020
Q3 | $161K | Sell |
22,675
-2,317
| -9% | -$17.4K | 0.02% | 247 |
|
|
2020
Q2 | $202K | Buy |
24,992
+2,442
| +11% | +$18.3K | 0.03% | 221 |
|
|
2020
Q1 | $107K | Sell |
22,550
-2,731
| -11% | -$41.5K | 0.02% | 193 |
|
|
2019
Q4 | $456K | Buy |
+25,281
| New | +$436K | 0.08% | 135 |
|
Other funds holding LADR
VPM
VCM
