VWA
Visionary Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58M | Buy |
1,984,470
+88,256
| +5% | +$2.58M | 2.96% | 2 |
|
|
2025
Q1 | $47.5M | Sell |
1,896,214
-4,962
| -0.3% | -$124K | 2.85% | 3 |
|
|
2024
Q4 | $53M | Buy |
1,901,176
+1,570,244
| +474% | +$43.8M | 3.11% | 2 |
|
|
2024
Q3 | $34.5M | Sell |
330,932
-10,824
| -3% | -$1.13M | 2.1% | 6 |
|
|
2024
Q2 | $34.5M | Sell |
341,756
-17,832
| -5% | -$1.8M | 2.25% | 5 |
|
|
2024
Q1 | $33.3M | Buy |
359,588
+37,357
| +12% | +$3.46M | 2.25% | 6 |
|
|
2023
Q4 | $26.7M | Buy |
322,231
+9,777
| +3% | +$811K | 1.96% | 6 |
|
|
2023
Q3 | $22.7M | Sell |
312,454
-16,796
| -5% | -$1.22M | 1.84% | 7 |
|
|
2023
Q2 | $24.7M | Sell |
329,250
-51,838
| -14% | -$3.89M | 1.98% | 6 |
|
|
2023
Q1 | $24.8M | Sell |
381,088
-46,601
| -11% | -$3.04M | 2.1% | 8 |
|
|
2022
Q4 | $23.8M | Sell |
427,689
-1,058
| -0.2% | -$58.8K | 2.19% | 6 |
|
|
2022
Q3 | $23.9M | Sell |
428,747
-116,138
| -21% | -$6.48M | 2.49% | 4 |
|
|
2022
Q2 | $31.6M | Buy |
544,885
+12,700
| +2% | +$736K | 2.84% | 3 |
|
|
2022
Q1 | $39.8M | Buy |
532,185
+141,184
| +36% | +$10.6M | 3.2% | 3 |
|
|
2021
Q4 | $64M | Buy |
391,001
+62,600
| +19% | +$10.3M | 5.25% | 1 |
|
|
2021
Q3 | $48.6M | Buy |
328,401
+5,021
| +2% | +$744K | 5.01% | 1 |
|
|
2021
Q2 | $47.2M | Buy |
323,380
+49,443
| +18% | +$7.22M | 4.74% | 1 |
|
|
2021
Q1 | $35.6M | Buy |
273,937
+27,550
| +11% | +$3.58M | 3.74% | 1 |
|
|
2020
Q4 | $31.6M | Buy |
246,387
+20,100
| +9% | +$2.58M | 3.55% | 2 |
|
|
2020
Q3 | $26.1M | Sell |
226,287
-61,296
| -21% | -$7.06M | 3.67% | 3 |
|
|
2020
Q2 | $29.2M | Buy |
287,583
+4,971
| +2% | +$505K | 4.45% | 1 |
|
|
2020
Q1 | $22.5M | Buy |
282,612
+110,248
| +64% | +$8.78M | 4.24% | 2 |
|
|
2019
Q4 | $16M | Buy |
+172,364
| New | +$16M | 2.87% | 6 |
|