VWA
Visionary Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
18,423
-56,622
| -75% | -$1.51M | 0.03% | 362 |
|
|
2025
Q1 | $2.02M | Sell |
75,045
-1,140
| -1% | -$30.7K | 0.12% | 172 |
|
|
2024
Q4 | $1.97M | Buy |
76,185
+37,817
| +99% | -$14.2K | 0.12% | 170 |
|
|
2024
Q3 | $2.06M | Buy |
38,368
+406
| +1% | +$21.8K | 0.13% | 171 |
|
|
2024
Q2 | $1.97M | Sell |
37,962
-9
| -0% | -$468 | 0.13% | 167 |
|
|
2024
Q1 | $1.98M | Sell |
37,971
-19,597
| -34% | -$1.02M | 0.13% | 168 |
|
|
2023
Q4 | $3.01M | Sell |
57,568
-3,568
| -6% | -$186K | 0.22% | 119 |
|
|
2023
Q3 | $3.09M | Sell |
61,136
-15,085
| -20% | -$762K | 0.25% | 107 |
|
|
2023
Q2 | $4M | Sell |
76,221
-26,842
| -26% | -$1.41M | 0.32% | 80 |
|
|
2023
Q1 | $5.53M | Buy |
103,063
+90,657
| +731% | +$4.86M | 0.47% | 60 |
|
|
2022
Q4 | $643K | Buy |
+12,406
| New | +$643K | 0.06% | 209 |
|
|
2022
Q3 | – | Sell |
-91,432
| Closed | -$5.1M | – | 440 |
|
|
2022
Q2 | $5.1M | Buy |
91,432
+6,825
| +8% | +$381K | 0.46% | 61 |
|
|
2022
Q1 | $5.14M | Buy |
+84,607
| New | +$5.14M | 0.41% | 65 |
|