VWA
Visionary Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
727,304
+111,517
| +18% | +$2.82M | 0.94% | 21 |
|
|
2025
Q1 | $14.4M | Sell |
615,787
-5,873
| -0.9% | -$138K | 0.87% | 21 |
|
|
2024
Q4 | $16.1M | Buy |
621,660
+275,106
| +79% | +$7.11M | 0.94% | 18 |
|
|
2024
Q3 | $17.8M | Sell |
346,554
-15,192
| -4% | -$782K | 1.09% | 14 |
|
|
2024
Q2 | $17.2M | Sell |
361,746
-33,227
| -8% | -$1.58M | 1.12% | 16 |
|
|
2024
Q1 | $19.4M | Sell |
394,973
-131,039
| -25% | -$6.45M | 1.31% | 13 |
|
|
2023
Q4 | $24.8M | Sell |
526,012
-975
| -0.2% | -$46.1K | 1.83% | 7 |
|
|
2023
Q3 | $21.8M | Sell |
526,987
-35,715
| -6% | -$1.48M | 1.77% | 8 |
|
|
2023
Q2 | $24.6M | Sell |
562,702
-44,508
| -7% | -$1.95M | 1.97% | 7 |
|
|
2023
Q1 | $25.5M | Buy |
607,210
+6,284
| +1% | +$263K | 2.16% | 6 |
|
|
2022
Q4 | $24.3M | Sell |
600,926
-17,019
| -3% | -$689K | 2.25% | 5 |
|
|
2022
Q3 | $23.4M | Buy |
617,945
+22,681
| +4% | +$857K | 2.43% | 6 |
|
|
2022
Q2 | $23.2M | Buy |
595,264
+25,820
| +5% | +$1.01M | 2.08% | 8 |
|
|
2022
Q1 | $27M | Buy |
569,444
+343,230
| +152% | +$16.3M | 2.17% | 9 |
|
|
2021
Q4 | $23.2M | Buy |
226,214
+7,916
| +4% | +$811K | 1.9% | 10 |
|
|
2021
Q3 | $21.9M | Buy |
218,298
+42,671
| +24% | +$4.27M | 2.25% | 7 |
|
|
2021
Q2 | $18.3M | Buy |
175,627
+4,600
| +3% | +$479K | 1.84% | 12 |
|
|
2021
Q1 | $17M | Sell |
171,027
-4,831
| -3% | -$481K | 1.79% | 14 |
|
|
2020
Q4 | $15.7M | Sell |
175,858
-2,404
| -1% | -$214K | 1.76% | 14 |
|
|
2020
Q3 | $12.2M | Sell |
178,262
-5,412
| -3% | -$370K | 1.72% | 15 |
|
|
2020
Q2 | $12M | Buy |
183,674
+14,712
| +9% | +$961K | 1.83% | 14 |
|
|
2020
Q1 | $8.71M | Buy |
168,962
+6,445
| +4% | +$332K | 1.64% | 16 |
|
|
2019
Q4 | $12.3M | Buy |
+162,517
| New | +$12.3M | 2.2% | 10 |
|