VWA
Visionary Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
18,034
+4,247
| +31% | +$576K | 0.13% | 172 |
|
|
2025
Q1 | $1.87M | Sell |
13,787
-359
| -3% | -$48.7K | 0.11% | 183 |
|
|
2024
Q4 | $1.87M | Sell |
14,146
-4,927
| -26% | -$651K | 0.11% | 179 |
|
|
2024
Q3 | $2.71M | Sell |
19,073
-564
| -3% | -$80.1K | 0.16% | 140 |
|
|
2024
Q2 | $2.5M | Sell |
19,637
-2,846
| -13% | -$362K | 0.16% | 143 |
|
|
2024
Q1 | $2.95M | Sell |
22,483
-906
| -4% | -$119K | 0.2% | 129 |
|
|
2023
Q4 | $2.92M | Sell |
23,389
-6,113
| -21% | -$764K | 0.21% | 120 |
|
|
2023
Q3 | $3.39M | Buy |
29,502
+83
| +0.3% | +$9.55K | 0.27% | 100 |
|
|
2023
Q2 | $3.61M | Buy |
29,419
+3,353
| +13% | +$411K | 0.29% | 93 |
|
|
2023
Q1 | $3.22M | Buy |
26,066
+664
| +3% | +$82.1K | 0.27% | 97 |
|
|
2022
Q4 | $3.18M | Sell |
25,402
-25
| -0.1% | -$3.13K | 0.29% | 91 |
|
|
2022
Q3 | $2.84M | Sell |
25,427
-1,530
| -6% | -$171K | 0.29% | 90 |
|
|
2022
Q2 | $3.2M | Sell |
26,957
-1,067
| -4% | -$127K | 0.29% | 92 |
|
|
2022
Q1 | $3.59M | Sell |
28,024
-434
| -2% | -$55.6K | 0.29% | 94 |
|
|
2021
Q4 | $3.67M | Sell |
28,458
-665
| -2% | -$85.9K | 0.3% | 85 |
|
|
2021
Q3 | $3.42M | Sell |
29,123
-1,848
| -6% | -$217K | 0.35% | 78 |
|
|
2021
Q2 | $3.79M | Buy |
30,971
+2,856
| +10% | +$349K | 0.38% | 67 |
|
|
2021
Q1 | $3.32M | Buy |
28,115
+16,105
| +134% | +$1.9M | 0.35% | 83 |
|
|
2020
Q4 | $1.27M | Sell |
12,010
-10,804
| -47% | -$1.14M | 0.14% | 122 |
|
|
2020
Q3 | $2.11M | Sell |
22,814
-721
| -3% | -$66.6K | 0.3% | 83 |
|
|
2020
Q2 | $2.15M | Sell |
23,535
-42,419
| -64% | -$3.87M | 0.33% | 80 |
|
|
2020
Q1 | $5.27M | Sell |
65,954
-2,790
| -4% | -$223K | 0.99% | 28 |
|
|
2019
Q4 | $7.4M | Buy |
+68,744
| New | +$7.4M | 1.32% | 22 |
|