Visionary Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
20,624
+3,784
| +22% | +$301K | 0.08% | 217 |
|
|
2025
Q1 | $1.3M | Sell |
16,840
-721
| -4% | -$55.6K | 0.08% | 224 |
|
|
2024
Q4 | $1.41M | Buy |
17,561
+76
| +0.4% | +$6.1K | 0.08% | 210 |
|
|
2024
Q3 | $1.39M | Buy |
17,485
+349
| +2% | +$27.7K | 0.08% | 215 |
|
|
2024
Q2 | $1.25M | Sell |
17,136
-7,245
| -30% | -$528K | 0.08% | 224 |
|
|
2024
Q1 | $1.85M | Buy |
24,381
+235
| +1% | +$17.9K | 0.13% | 173 |
|
|
2023
Q4 | $1.77M | Sell |
24,146
-21,627
| -47% | -$1.59M | 0.13% | 168 |
|
|
2023
Q3 | $2.97M | Sell |
45,773
-2,093
| -4% | -$136K | 0.24% | 112 |
|
|
2023
Q2 | $3.29M | Sell |
47,866
-4,819
| -9% | -$331K | 0.26% | 102 |
|
|
2023
Q1 | $3.48M | Buy |
52,685
+9,797
| +23% | +$647K | 0.3% | 89 |
|
|
2022
Q4 | $2.78M | Buy |
42,888
+33,185
| +342% | +$2.15M | 0.26% | 95 |
|
|
2022
Q3 | $561K | Buy |
9,703
+390
| +4% | +$22.5K | 0.06% | 212 |
|
|
2022
Q2 | $563K | Sell |
9,313
-11,207
| -55% | -$677K | 0.05% | 225 |
|
|
2022
Q1 | $1.44M | Buy |
20,520
+5,633
| +38% | +$396K | 0.12% | 152 |
|
|
2021
Q4 | $1.06M | Buy |
14,887
+5,346
| +56% | +$380K | 0.09% | 159 |
|
|
2021
Q3 | $632K | Buy |
9,541
+1,293
| +16% | +$85.6K | 0.07% | 166 |
|
|
2021
Q2 | $557K | Sell |
8,248
-2,015
| -20% | -$136K | 0.06% | 194 |
|
|
2021
Q1 | $672K | Sell |
10,263
-6,131
| -37% | -$401K | 0.07% | 171 |
|
|
2020
Q4 | $910K | Sell |
16,394
-9,417
| -36% | -$523K | 0.1% | 141 |
|
|
2020
Q3 | $1.12M | Sell |
25,811
-37,051
| -59% | -$1.61M | 0.16% | 113 |
|
|
2020
Q2 | $2.68M | Sell |
62,862
-48,339
| -43% | -$2.06M | 0.41% | 67 |
|
|
2020
Q1 | $3.92M | Buy |
+111,201
| New | +$3.92M | 0.74% | 43 |
|