VWA
Visionary Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Sell |
240,955
-6,206
| -3% | -$164K | 0.33% | 81 |
|
|
2025
Q1 | $6.91M | Buy |
247,161
+7,915
| +3% | +$221K | 0.41% | 73 |
|
|
2024
Q4 | $6.54M | Buy |
239,246
+161,642
| +208% | +$4.42M | 0.38% | 77 |
|
|
2024
Q3 | $6.56M | Sell |
77,604
-13
| -0% | -$1.1K | 0.4% | 75 |
|
|
2024
Q2 | $6.04M | Sell |
77,617
-2,744
| -3% | -$213K | 0.39% | 72 |
|
|
2024
Q1 | $6.48M | Sell |
80,361
-11,784
| -13% | -$950K | 0.44% | 66 |
|
|
2023
Q4 | $7.01M | Sell |
92,145
-12,757
| -12% | -$971K | 0.52% | 51 |
|
|
2023
Q3 | $7.42M | Buy |
104,902
+20,983
| +25% | +$1.48M | 0.6% | 42 |
|
|
2023
Q2 | $6.09M | Buy |
83,919
+10,002
| +14% | +$726K | 0.49% | 55 |
|
|
2023
Q1 | $5.41M | Buy |
73,917
+9,094
| +14% | +$665K | 0.46% | 63 |
|
|
2022
Q4 | $4.9M | Buy |
64,823
+6,401
| +11% | +$484K | 0.45% | 64 |
|
|
2022
Q3 | $3.88M | Sell |
58,422
-244,244
| -81% | -$16.2M | 0.4% | 68 |
|
|
2022
Q2 | $21.7M | Buy |
302,666
+81,887
| +37% | +$5.87M | 1.95% | 9 |
|
|
2022
Q1 | $17.4M | Sell |
220,779
-6,109
| -3% | -$482K | 1.4% | 14 |
|
|
2021
Q4 | $18.3M | Buy |
226,888
+5,214
| +2% | +$421K | 1.5% | 15 |
|
|
2021
Q3 | $16.5M | Sell |
221,674
-2,169
| -1% | -$161K | 1.69% | 15 |
|
|
2021
Q2 | $16.9M | Sell |
223,843
-19,669
| -8% | -$1.49M | 1.7% | 14 |
|
|
2021
Q1 | $17.8M | Sell |
243,512
-25,405
| -9% | -$1.85M | 1.87% | 12 |
|
|
2020
Q4 | $17.2M | Buy |
268,917
+80,776
| +43% | +$5.18M | 1.93% | 13 |
|
|
2020
Q3 | $10.4M | Buy |
188,141
+1,259
| +0.7% | +$69.6K | 1.47% | 18 |
|
|
2020
Q2 | $9.67M | Buy |
186,882
+47,654
| +34% | +$2.47M | 1.47% | 19 |
|
|
2020
Q1 | $6.26M | Buy |
139,228
+15,198
| +12% | +$684K | 1.18% | 21 |
|
|
2019
Q4 | $7.18M | Buy |
+124,030
| New | +$7.18M | 1.29% | 24 |
|