Visionary Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
39,125
+17,372
| +80% | +$1.42M | 0.16% | 144 |
|
|
2025
Q1 | $1.75M | Sell |
21,753
-73
| -0.3% | -$5.89K | 0.11% | 190 |
|
|
2024
Q4 | $1.76M | Buy |
21,826
+356
| +2% | +$28.7K | 0.1% | 187 |
|
|
2024
Q3 | $1.76M | Buy |
21,470
+377
| +2% | +$30.8K | 0.11% | 189 |
|
|
2024
Q2 | $1.55M | Buy |
21,093
+575
| +3% | +$42.3K | 0.1% | 197 |
|
|
2024
Q1 | $1.61M | Buy |
20,518
+1,188
| +6% | +$93.3K | 0.11% | 189 |
|
|
2023
Q4 | $1.42M | Sell |
19,330
-234
| -1% | -$17.2K | 0.1% | 195 |
|
|
2023
Q3 | $1.31M | Buy |
19,564
+236
| +1% | +$15.8K | 0.11% | 187 |
|
|
2023
Q2 | $1.36M | Buy |
19,328
+870
| +5% | +$61.1K | 0.11% | 184 |
|
|
2023
Q1 | $1.31M | Buy |
18,458
+1,217
| +7% | +$86.1K | 0.11% | 175 |
|
|
2022
Q4 | $1.23M | Buy |
17,241
+1,255
| +8% | +$89.8K | 0.11% | 160 |
|
|
2022
Q3 | $1.03M | Buy |
15,986
+1,952
| +14% | +$126K | 0.11% | 164 |
|
|
2022
Q2 | $947K | Hold |
14,034
| – | – | 0.09% | 175 |
|
|
2022
Q1 | $1.01M | Buy |
14,034
+14
| +0.1% | +$1.01K | 0.08% | 181 |
|
|
2021
Q4 | $1.03M | Buy |
14,020
+511
| +4% | +$37.7K | 0.08% | 162 |
|
|
2021
Q3 | $915K | Buy |
13,509
+300
| +2% | +$20.3K | 0.09% | 143 |
|
|
2021
Q2 | $942K | Buy |
13,209
+386
| +3% | +$27.5K | 0.09% | 149 |
|
|
2021
Q1 | $893K | Sell |
12,823
-133
| -1% | -$9.26K | 0.09% | 150 |
|
|
2020
Q4 | $815K | Buy |
12,956
+269
| +2% | +$16.9K | 0.09% | 152 |
|
|
2020
Q3 | $673K | Buy |
12,687
+425
| +3% | +$22.5K | 0.09% | 139 |
|
|
2020
Q2 | $645K | Buy |
12,262
+530
| +5% | +$27.9K | 0.1% | 132 |
|
|
2020
Q1 | $528K | Buy |
11,732
+129
| +1% | +$5.81K | 0.1% | 125 |
|
|
2019
Q4 | $699K | Buy |
+11,603
| New | +$699K | 0.13% | 113 |
|