VWA
QDEF icon

Visionary Wealth Advisors’s FlexShares Quality Dividend Defensive Index Fund QDEF Stock Holding History

Visionary Wealth Advisors’s Portfolio QDEF Stock Details QDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,875
Closed -$206K – 556
2024
Q3 		$206K Buy
+2,875
New +$197K 0.01% 512

Other funds holding QDEF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Visionary Wealth Advisors's QDEF Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of FlexShares Quality Dividend Defensive Index Fund (QDEF) in Q4 2024, closing a stake of 2,875 shares — an estimated $206K sold.

Visionary Wealth Advisors first reported a position in QDEF in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 85 funds tracked by Wall St. Rank hold QDEF as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining FlexShares Quality Dividend Defensive Index Fund position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,875 FlexShares Quality Dividend Defensive Index Fund shares in Q4 2024, an estimated $206K.
  • Visionary Wealth Advisors first reported a position in FlexShares Quality Dividend Defensive Index Fund in Q3 2024 and held it in 1 quarter.
  • Visionary Wealth Advisors's FlexShares Quality Dividend Defensive Index Fund position peaked at $206K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held FlexShares Quality Dividend Defensive Index Fund as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.