Visionary Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
578
-19
| -3% | -$10.8K | 0.02% | 440 |
|
|
2025
Q1 | $319K | Sell |
597
-36
| -6% | -$19.2K | 0.02% | 426 |
|
|
2024
Q4 | $361K | Buy |
633
+44
| +7% | +$25.1K | 0.02% | 407 |
|
|
2024
Q3 | $336K | Hold |
589
| – | – | 0.02% | 410 |
|
|
2024
Q2 | $315K | Hold |
589
| – | – | 0.02% | 403 |
|
|
2024
Q1 | $327K | Hold |
589
| – | – | 0.02% | 396 |
|
|
2023
Q4 | $299K | Hold |
589
| – | – | 0.02% | 390 |
|
|
2023
Q3 | $269K | Buy |
589
+76
| +15% | +$34.7K | 0.02% | 386 |
|
|
2023
Q2 | $246K | Sell |
513
-56
| -10% | -$26.8K | 0.02% | 397 |
|
|
2023
Q1 | $261K | Hold |
569
| – | – | 0.02% | 376 |
|
|
2022
Q4 | $252K | Hold |
569
| – | – | 0.02% | 360 |
|
|
2022
Q3 | $229K | Hold |
569
| – | – | 0.02% | 346 |
|
|
2022
Q2 | $235K | Hold |
569
| – | – | 0.02% | 364 |
|
|
2022
Q1 | $279K | Hold |
569
| – | – | 0.02% | 344 |
|
|
2021
Q4 | $295K | Buy |
569
+2
| +0.4% | +$1.04K | 0.02% | 296 |
|
|
2021
Q3 | $273K | Hold |
567
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $278K | Buy |
567
+120
| +27% | +$58.8K | 0.03% | 277 |
|
|
2021
Q1 | $213K | Buy |
+447
| New | +$213K | 0.02% | 305 |
|