VWA
Visionary Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
3,405
+1
| +0% | +$153 | 0.03% | 351 |
|
|
2025
Q1 | $473K | Sell |
3,404
-49
| -1% | -$6.81K | 0.03% | 358 |
|
|
2024
Q4 | $536K | Buy |
3,453
+1
| +0% | +$155 | 0.03% | 341 |
|
|
2024
Q3 | $423K | Sell |
3,452
-56
| -2% | -$6.86K | 0.03% | 372 |
|
|
2024
Q2 | $434K | Sell |
3,508
-149
| -4% | -$18.4K | 0.03% | 353 |
|
|
2024
Q1 | $470K | Buy |
3,657
+1
| +0% | +$128 | 0.03% | 331 |
|
|
2023
Q4 | $408K | Sell |
3,656
-124
| -3% | -$13.8K | 0.03% | 347 |
|
|
2023
Q3 | $380K | Buy |
3,780
+1
| +0% | +$100 | 0.03% | 333 |
|
|
2023
Q2 | $392K | Sell |
3,779
-76
| -2% | -$7.89K | 0.03% | 324 |
|
|
2023
Q1 | $360K | Buy |
3,855
+1
| +0% | +$93 | 0.03% | 326 |
|
|
2022
Q4 | $412K | Sell |
3,854
-100
| -3% | -$10.7K | 0.04% | 264 |
|
|
2022
Q3 | $391K | Sell |
3,954
-366
| -8% | -$36.2K | 0.04% | 255 |
|
|
2022
Q2 | $386K | Sell |
4,320
-213
| -5% | -$19K | 0.03% | 277 |
|
|
2022
Q1 | $498K | Buy |
4,533
+47
| +1% | +$5.16K | 0.04% | 251 |
|
|
2021
Q4 | $450K | Buy |
4,486
+9
| +0.2% | +$903 | 0.04% | 245 |
|
|
2021
Q3 | $413K | Buy |
4,477
+1,540
| +52% | +$142K | 0.04% | 211 |
|
|
2021
Q2 | $381K | Buy |
2,937
+7
| +0.2% | +$908 | 0.04% | 236 |
|
|
2021
Q1 | $359K | Sell |
2,930
-95
| -3% | -$11.6K | 0.04% | 226 |
|
|
2020
Q4 | $289K | Sell |
3,025
-394
| -12% | -$37.6K | 0.03% | 239 |
|
|
2020
Q3 | $249K | Buy |
3,419
+18
| +0.5% | +$1.31K | 0.04% | 216 |
|
|
2020
Q2 | $234K | Buy |
3,401
+18
| +0.5% | +$1.24K | 0.04% | 204 |
|
|
2020
Q1 | $214K | Buy |
3,383
+13
| +0.4% | +$822 | 0.04% | 183 |
|
|
2019
Q4 | $301K | Buy |
+3,370
| New | +$301K | 0.05% | 165 |
|