VWA
Visionary Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,585
| Closed | -$220K | – | 479 |
|
|
2023
Q1 | $220K | Sell |
1,585
-437
| -22% | -$60.8K | 0.02% | 407 |
|
|
2022
Q4 | $295K | Sell |
2,022
-139
| -6% | -$20.3K | 0.03% | 324 |
|
|
2022
Q3 | $284K | Sell |
2,161
-918
| -30% | -$121K | 0.03% | 308 |
|
|
2022
Q2 | $420K | Buy |
3,079
+96
| +3% | +$13.1K | 0.04% | 265 |
|
|
2022
Q1 | $502K | Sell |
2,983
-11,349
| -79% | -$1.91M | 0.04% | 250 |
|
|
2021
Q4 | $2.61M | Sell |
14,332
-324
| -2% | -$58.9K | 0.21% | 103 |
|
|
2021
Q3 | $2.57M | Buy |
14,656
+413
| +3% | +$72.5K | 0.27% | 89 |
|
|
2021
Q2 | $2.47M | Buy |
14,243
+2,654
| +23% | +$460K | 0.25% | 95 |
|
|
2021
Q1 | $1.86M | Buy |
11,589
+930
| +9% | +$150K | 0.2% | 114 |
|
|
2020
Q4 | $1.72M | Sell |
10,659
-6,268
| -37% | -$1.01M | 0.19% | 107 |
|
|
2020
Q3 | $2.5M | Sell |
16,927
-307
| -2% | -$45.3K | 0.35% | 73 |
|
|
2020
Q2 | $2.26M | Buy |
+17,234
| New | +$2.26M | 0.34% | 78 |
|