VWA
SACH

Visionary Wealth Advisors’s Sachem Capital Corp SACH Stock Holding History

Visionary Wealth Advisors’s Portfolio SACH Stock Details SACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,992
Closed -$12.8K – 593
2025
Q1 		$12.8K Buy
10,992
+158
+1% +$182 ﹤0.01% 541
2024
Q4 		$14.6K Buy
10,834
+110
+1% +$207 ﹤0.01% 532
2024
Q3 		$27K Buy
+10,724
New +$27.1K ﹤0.01% 531
2024
Q1 		– Sell
-10,200
Closed -$38.1K – 494
2023
Q4 		$38.1K Hold
10,200
– – ﹤0.01% 470
2023
Q3 		$36K Sell
10,200
-1,000
-9% -$3.56K ﹤0.01% 440
2023
Q2 		$39.1K Hold
11,200
– – ﹤0.01% 452
2023
Q1 		$41.7K Hold
11,200
– – ﹤0.01% 445
2022
Q4 		$37K Hold
11,200
– – ﹤0.01% 416
2022
Q3 		$37K Hold
11,200
– – ﹤0.01% 391
2022
Q2 		$46K Buy
+11,200
New +$52.6K ﹤0.01% 426

Other funds holding SACH

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

Visionary Wealth Advisors's SACH Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Sachem Capital Corp (SACH) in Q2 2025, closing a stake of 10,992 shares — an estimated $12.8K sold.

Visionary Wealth Advisors first reported a position in SACH in Q2 2022 and held it in 10 quarters. The position peaked at $46K in Q2 2022. 47 funds tracked by Wall St. Rank hold SACH as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining Sachem Capital Corp position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 10,992 Sachem Capital Corp shares in Q2 2025, an estimated $12.8K.
  • Visionary Wealth Advisors first reported a position in Sachem Capital Corp in Q2 2022 and held it in 10 quarters.
  • Visionary Wealth Advisors's Sachem Capital Corp position peaked at $46K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.