VWA
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Visionary Wealth Advisors’s Medtronic MDT Stock Holding History

Visionary Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,708
Closed -$239K – 468
2023
Q2 		$239K Buy
2,708
+106
+4% +$9.13K 0.02% 404
2023
Q1 		$210K Sell
2,602
-35
-1% -$2.85K 0.02% 417
2022
Q4 		$205K Sell
2,637
-16
-0.6% -$1.3K 0.02% 390
2022
Q3 		$214K Sell
2,653
-12
-0.5% -$1.08K 0.02% 358
2022
Q2 		$239K Buy
2,665
+807
+43% +$81.8K 0.02% 361
2022
Q1 		$206K Buy
+1,858
New +$196K 0.02% 401
2021
Q4 		– Sell
-2,002
Closed -$251K – 390
2021
Q3 		$251K Sell
2,002
-85
-4% -$11K 0.03% 266
2021
Q2 		$259K Sell
2,087
-423
-17% -$53.1K 0.03% 288
2021
Q1 		$297K Sell
2,510
-258
-9% -$30.2K 0.03% 254
2020
Q4 		$324K Buy
2,768
+660
+31% +$72.7K 0.04% 224
2020
Q3 		$219K Buy
+2,108
New +$212K 0.03% 232

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return