VWA
Visionary Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,969
| Closed | -$493K | – | 495 |
|
|
2023
Q4 | $493K | Sell |
7,969
-549
| -6% | -$34K | 0.04% | 315 |
|
|
2023
Q3 | $481K | Sell |
8,518
-199
| -2% | -$11.2K | 0.04% | 309 |
|
|
2023
Q2 | $514K | Sell |
8,717
-568
| -6% | -$33.5K | 0.04% | 293 |
|
|
2023
Q1 | $553K | Buy |
9,285
+94
| +1% | +$5.59K | 0.05% | 267 |
|
|
2022
Q4 | $519K | Buy |
9,191
+1,397
| +18% | +$78.9K | 0.05% | 235 |
|
|
2022
Q3 | $380K | Sell |
7,794
-1,766
| -18% | -$86.1K | 0.04% | 258 |
|
|
2022
Q2 | $522K | Sell |
9,560
-1,943
| -17% | -$106K | 0.05% | 235 |
|
|
2022
Q1 | $763K | Sell |
11,503
-58
| -0.5% | -$3.85K | 0.06% | 200 |
|
|
2021
Q4 | $845K | Buy |
11,561
+510
| +5% | +$37.3K | 0.07% | 176 |
|
|
2021
Q3 | $822K | Buy |
11,051
+2,725
| +33% | +$203K | 0.08% | 147 |
|
|
2021
Q2 | $617K | Buy |
8,326
+2,159
| +35% | +$160K | 0.06% | 179 |
|
|
2021
Q1 | $443K | Buy |
6,167
+1,313
| +27% | +$94.3K | 0.05% | 208 |
|
|
2020
Q4 | $332K | Buy |
+4,854
| New | +$332K | 0.04% | 221 |
|