VWA
Visionary Wealth Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,408
| Closed | -$289K | – | 323 |
|
|
2020
Q4 | $289K | Sell |
2,408
-639
| -21% | -$76.7K | 0.03% | 238 |
|
|
2020
Q3 | $330K | Sell |
3,047
-5,773
| -65% | -$625K | 0.05% | 184 |
|
|
2020
Q2 | $900K | Buy |
8,820
+1,739
| +25% | +$177K | 0.14% | 119 |
|
|
2020
Q1 | $642K | Buy |
7,081
+5,211
| +279% | +$472K | 0.12% | 113 |
|
|
2019
Q4 | $214K | Buy |
+1,870
| New | +$214K | 0.04% | 199 |
|