VWA
Visionary Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.02M | Buy |
10,904
+995
| +10% | +$549K | 0.31% | 87 |
|
2025
Q1 | $4.65M | Sell |
9,909
-251
| -2% | -$118K | 0.28% | 94 |
|
2024
Q4 | $5.19M | Buy |
10,160
+866
| +9% | +$443K | 0.3% | 90 |
|
2024
Q3 | $4.54M | Sell |
9,294
-762
| -8% | -$372K | 0.28% | 94 |
|
2024
Q2 | $4.82M | Buy |
10,056
+888
| +10% | +$425K | 0.32% | 85 |
|
2024
Q1 | $4.07M | Sell |
9,168
-148
| -2% | -$65.7K | 0.27% | 98 |
|
2023
Q4 | $3.82M | Buy |
9,316
+556
| +6% | +$228K | 0.28% | 101 |
|
2023
Q3 | $3.14M | Buy |
8,760
+64
| +0.7% | +$22.9K | 0.25% | 105 |
|
2023
Q2 | $3.21M | Buy |
8,696
+1,972
| +29% | +$728K | 0.26% | 104 |
|
2023
Q1 | $2.16M | Sell |
6,724
-883
| -12% | -$283K | 0.18% | 123 |
|
2022
Q4 | $2.03M | Buy |
7,607
+74
| +1% | +$19.7K | 0.19% | 118 |
|
2022
Q3 | $2.01M | Sell |
7,533
-702
| -9% | -$188K | 0.21% | 108 |
|
2022
Q2 | $2.31M | Sell |
8,235
-2,175
| -21% | -$610K | 0.21% | 111 |
|
2022
Q1 | $3.77M | Buy |
10,410
+16
| +0.2% | +$5.8K | 0.3% | 89 |
|
2021
Q4 | $4.14M | Buy |
10,394
+365
| +4% | +$145K | 0.34% | 78 |
|
2021
Q3 | $3.59M | Buy |
10,029
+1,254
| +14% | +$449K | 0.37% | 75 |
|
2021
Q2 | $3.11M | Buy |
8,775
+367
| +4% | +$130K | 0.31% | 78 |
|
2021
Q1 | $2.68M | Buy |
8,408
+227
| +3% | +$72.4K | 0.28% | 92 |
|
2020
Q4 | $2.57M | Buy |
8,181
+44
| +0.5% | +$13.8K | 0.29% | 85 |
|
2020
Q3 | $2.26M | Buy |
8,137
+619
| +8% | +$172K | 0.32% | 78 |
|
2020
Q2 | $1.86M | Buy |
7,518
+586
| +8% | +$145K | 0.28% | 89 |
|
2020
Q1 | $1.32M | Sell |
6,932
-628
| -8% | -$120K | 0.25% | 93 |
|
2019
Q4 | $1.61M | Buy |
+7,560
| New | +$1.61M | 0.29% | 78 |
|