VWA
Visionary Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
28,160
+310
| +1% | +$4.24K | 0.02% | 409 |
|
|
2025
Q1 | $350K | Sell |
27,850
-8,855
| -24% | -$111K | 0.02% | 402 |
|
|
2024
Q4 | $463K | Buy |
36,705
+8,355
| +29% | +$105K | 0.03% | 362 |
|
|
2024
Q3 | $400K | Sell |
28,350
-975
| -3% | -$13.8K | 0.02% | 380 |
|
|
2024
Q2 | $479K | Buy |
29,325
+1,305
| +5% | +$21.3K | 0.03% | 327 |
|
|
2024
Q1 | $487K | Buy |
28,020
+1,630
| +6% | +$28.3K | 0.03% | 323 |
|
|
2023
Q4 | $571K | Sell |
26,390
-1,985
| -7% | -$42.9K | 0.04% | 295 |
|
|
2023
Q3 | $585K | Sell |
28,375
-520
| -2% | -$10.7K | 0.05% | 275 |
|
|
2023
Q2 | $561K | Buy |
28,895
+50
| +0.2% | +$972 | 0.04% | 278 |
|
|
2023
Q1 | $549K | Sell |
28,845
-600
| -2% | -$11.4K | 0.05% | 268 |
|
|
2022
Q4 | $468K | Buy |
29,445
+575
| +2% | +$9.14K | 0.04% | 250 |
|
|
2022
Q3 | $491K | Buy |
28,870
+300
| +1% | +$5.1K | 0.05% | 231 |
|
|
2022
Q2 | $634K | Sell |
28,570
-300
| -1% | -$6.66K | 0.06% | 211 |
|
|
2022
Q1 | $681K | Sell |
28,870
-5,925
| -17% | -$140K | 0.05% | 212 |
|
|
2021
Q4 | $887K | Sell |
34,795
-10,505
| -23% | -$268K | 0.07% | 172 |
|
|
2021
Q3 | $1.43M | Buy |
45,300
+50
| +0.1% | +$1.58K | 0.15% | 121 |
|
|
2021
Q2 | $2.2M | Sell |
45,250
-100
| -0.2% | -$4.85K | 0.22% | 100 |
|
|
2021
Q1 | $2.21M | Sell |
45,350
-150
| -0.3% | -$7.32K | 0.23% | 104 |
|
|
2020
Q4 | $1.97M | Sell |
45,500
-200
| -0.4% | -$8.65K | 0.22% | 101 |
|
|
2020
Q3 | $2.03M | Sell |
45,700
-150
| -0.3% | -$6.67K | 0.29% | 86 |
|
|
2020
Q2 | $2.26M | Sell |
45,850
-31,050
| -40% | -$1.53M | 0.34% | 77 |
|
|
2020
Q1 | $3.79M | Sell |
76,900
-39,035
| -34% | -$1.92M | 0.71% | 46 |
|
|
2019
Q4 | $4.82M | Buy |
+115,935
| New | +$4.82M | 0.86% | 37 |
|