VWA
Visionary Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
5,534
+465
| +9% | +$26.8K | 0.02% | 447 |
|
|
2025
Q1 | $294K | Sell |
5,069
-7
| -0.1% | -$406 | 0.02% | 446 |
|
|
2024
Q4 | $271K | Sell |
5,076
-50
| -1% | -$2.67K | 0.02% | 460 |
|
|
2024
Q3 | $325K | Buy |
5,126
+63
| +1% | +$4K | 0.02% | 418 |
|
|
2024
Q2 | $267K | Sell |
5,063
-879
| -15% | -$46.4K | 0.02% | 431 |
|
|
2024
Q1 | $321K | Sell |
5,942
-113
| -2% | -$6.11K | 0.02% | 397 |
|
|
2023
Q4 | $348K | Buy |
6,055
+878
| +17% | +$50.4K | 0.03% | 369 |
|
|
2023
Q3 | $259K | Sell |
5,177
-198
| -4% | -$9.89K | 0.02% | 393 |
|
|
2023
Q2 | $321K | Sell |
5,375
-701
| -12% | -$41.9K | 0.03% | 356 |
|
|
2023
Q1 | $385K | Buy |
6,076
+501
| +9% | +$31.7K | 0.03% | 308 |
|
|
2022
Q4 | $354K | Sell |
5,575
-302
| -5% | -$19.2K | 0.03% | 290 |
|
|
2022
Q3 | $342K | Sell |
5,877
-173
| -3% | -$10.1K | 0.04% | 273 |
|
|
2022
Q2 | $413K | Buy |
6,050
+317
| +6% | +$21.6K | 0.04% | 269 |
|
|
2022
Q1 | $397K | Buy |
5,733
+431
| +8% | +$29.8K | 0.03% | 287 |
|
|
2021
Q4 | $380K | Sell |
5,302
-595
| -10% | -$42.6K | 0.03% | 264 |
|
|
2021
Q3 | $382K | Buy |
5,897
+387
| +7% | +$25.1K | 0.04% | 221 |
|
|
2021
Q2 | $368K | Buy |
5,510
+315
| +6% | +$21K | 0.04% | 242 |
|
|
2021
Q1 | $330K | Sell |
5,195
-1,156
| -18% | -$73.4K | 0.03% | 242 |
|
|
2020
Q4 | $395K | Sell |
6,351
-366
| -5% | -$22.8K | 0.04% | 207 |
|
|
2020
Q3 | $408K | Sell |
6,717
-19,619
| -74% | -$1.19M | 0.06% | 169 |
|
|
2020
Q2 | $1.57M | Buy |
26,336
+4,383
| +20% | +$261K | 0.24% | 97 |
|
|
2020
Q1 | $1.1M | Buy |
21,953
+1,102
| +5% | +$55K | 0.21% | 96 |
|
|
2019
Q4 | $1.54M | Buy |
+20,851
| New | +$1.54M | 0.27% | 80 |
|