VWA
Visionary Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,455
| Closed | -$263K | – | 557 |
|
|
2024
Q3 | $263K | Buy |
5,455
+8
| +0.1% | +$385 | 0.02% | 468 |
|
|
2024
Q2 | $257K | Sell |
5,447
-5
| -0.1% | -$236 | 0.02% | 438 |
|
|
2024
Q1 | $259K | Buy |
5,452
+4
| +0.1% | +$190 | 0.02% | 422 |
|
|
2023
Q4 | $260K | Buy |
5,448
+7
| +0.1% | +$335 | 0.02% | 417 |
|
|
2023
Q3 | $252K | Buy |
5,441
+4
| +0.1% | +$185 | 0.02% | 395 |
|
|
2023
Q2 | $256K | Sell |
5,437
-51,065
| -90% | -$2.4M | 0.02% | 394 |
|
|
2023
Q1 | $2.69M | Sell |
56,502
-2,089
| -4% | -$99.3K | 0.23% | 105 |
|
|
2022
Q4 | $2.75M | Buy |
+58,591
| New | +$2.75M | 0.25% | 96 |
|
|
2022
Q3 | – | Sell |
-55,600
| Closed | -$2.63M | – | 441 |
|
|
2022
Q2 | $2.63M | Buy |
55,600
+4,365
| +9% | +$206K | 0.24% | 104 |
|
|
2022
Q1 | $2.43M | Buy |
51,235
+6,133
| +14% | +$290K | 0.2% | 113 |
|
|
2021
Q4 | $2.22M | Sell |
45,102
-5,098
| -10% | -$251K | 0.18% | 114 |
|
|
2021
Q3 | $2.48M | Buy |
50,200
+1,288
| +3% | +$63.6K | 0.26% | 92 |
|
|
2021
Q2 | $2.42M | Buy |
48,912
+2,117
| +5% | +$105K | 0.24% | 96 |
|
|
2021
Q1 | $2.32M | Sell |
46,795
-7,062
| -13% | -$350K | 0.24% | 102 |
|
|
2020
Q4 | $2.68M | Buy |
+53,857
| New | +$2.68M | 0.3% | 82 |
|