VWA
Visionary Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,890
| Closed | -$224K | – | 559 |
|
|
2024
Q3 | $224K | Buy |
+7,890
| New | +$224K | 0.01% | 494 |
|
|
2024
Q1 | – | Sell |
-10,240
| Closed | -$223K | – | 498 |
|
|
2023
Q4 | $223K | Sell |
10,240
-3,335
| -25% | -$72.6K | 0.02% | 445 |
|
|
2023
Q3 | $276K | Buy |
13,575
+805
| +6% | +$16.4K | 0.02% | 379 |
|
|
2023
Q2 | $267K | Buy |
12,770
+3,455
| +37% | +$72.2K | 0.02% | 385 |
|
|
2023
Q1 | $206K | Sell |
9,315
-650
| -7% | -$14.4K | 0.02% | 420 |
|
|
2022
Q4 | $219K | Buy |
+9,965
| New | +$219K | 0.02% | 382 |
|
|
2022
Q2 | – | Sell |
-9,769
| Closed | -$224K | – | 471 |
|
|
2022
Q1 | $224K | Sell |
9,769
-4,090
| -30% | -$93.8K | 0.02% | 386 |
|
|
2021
Q4 | $298K | Sell |
13,859
-280
| -2% | -$6.02K | 0.02% | 294 |
|
|
2021
Q3 | $290K | Buy |
14,139
+647
| +5% | +$13.3K | 0.03% | 250 |
|
|
2021
Q2 | $327K | Buy |
13,492
+3,308
| +32% | +$80.2K | 0.03% | 257 |
|
|
2021
Q1 | $231K | Buy |
10,184
+577
| +6% | +$13.1K | 0.02% | 292 |
|
|
2020
Q4 | $236K | Sell |
9,607
-4,679
| -33% | -$115K | 0.03% | 270 |
|
|
2020
Q3 | $309K | Buy |
+14,286
| New | +$309K | 0.04% | 191 |
|