Visionary Wealth Advisors’s Stifel SF Stock Holding History

Visionary Wealth Advisors’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Buy
2025 Q1	$300K	Hold
2024 Q4	$338K	Hold
2024 Q3	$299K	Buy
2024 Q1	–	Sell
2023 Q4	$225K	Buy
2023 Q1	–	Sell
2022 Q4	$296K	Sell
2022 Q3	$272K	Sell
2022 Q2	$297K	Sell
2022 Q1	$435K	Buy