VWA
Visionary Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
226,836
+21,506
| +10% | +$595K | 0.32% | 83 |
|
|
2025
Q1 | $5.46M | Sell |
205,330
-3,793
| -2% | -$101K | 0.33% | 82 |
|
|
2024
Q4 | $5.45M | Buy |
209,123
+135,839
| +185% | +$3.54M | 0.32% | 87 |
|
|
2024
Q3 | $5.89M | Sell |
73,284
-1,709
| -2% | -$137K | 0.36% | 80 |
|
|
2024
Q2 | $5.56M | Sell |
74,993
-3,980
| -5% | -$295K | 0.36% | 79 |
|
|
2024
Q1 | $6M | Sell |
78,973
-5,920
| -7% | -$450K | 0.41% | 72 |
|
|
2023
Q4 | $5.95M | Sell |
84,893
-146,132
| -63% | -$10.2M | 0.44% | 63 |
|
|
2023
Q3 | $14.9M | Sell |
231,025
-13,268
| -5% | -$855K | 1.21% | 17 |
|
|
2023
Q2 | $16.4M | Sell |
244,293
-37,152
| -13% | -$2.49M | 1.31% | 14 |
|
|
2023
Q1 | $18.5M | Buy |
281,445
+4,609
| +2% | +$302K | 1.56% | 11 |
|
|
2022
Q4 | $18.3M | Sell |
276,836
-9,826
| -3% | -$649K | 1.69% | 11 |
|
|
2022
Q3 | $16.8M | Sell |
286,662
-160,722
| -36% | -$9.4M | 1.74% | 11 |
|
|
2022
Q2 | $27.9M | Buy |
447,384
+38,750
| +9% | +$2.42M | 2.51% | 5 |
|
|
2022
Q1 | $29.2M | Sell |
408,634
-99,598
| -20% | -$7.11M | 2.35% | 7 |
|
|
2021
Q4 | $37.2M | Buy |
508,232
+130,015
| +34% | +$9.52M | 3.05% | 3 |
|
|
2021
Q3 | $25.5M | Buy |
378,217
+17,685
| +5% | +$1.19M | 2.63% | 6 |
|
|
2021
Q2 | $24.7M | Buy |
360,532
+57,267
| +19% | +$3.92M | 2.48% | 7 |
|
|
2021
Q1 | $19.8M | Buy |
303,265
+107,195
| +55% | +$7M | 2.08% | 10 |
|
|
2020
Q4 | $11.7M | Buy |
196,070
+51,988
| +36% | +$3.09M | 1.31% | 22 |
|
|
2020
Q3 | $7.52M | Sell |
144,082
-76,350
| -35% | -$3.98M | 1.06% | 26 |
|
|
2020
Q2 | $11M | Buy |
220,432
+14,153
| +7% | +$709K | 1.68% | 16 |
|
|
2020
Q1 | $9.13M | Buy |
206,279
+191,159
| +1,264% | +$8.46M | 1.72% | 13 |
|
|
2019
Q4 | $909K | Buy |
+15,120
| New | +$909K | 0.16% | 103 |
|