Visionary Wealth Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
10,930
-3,633
| -25% | -$322K | 0.05% | 276 |
|
|
2025
Q1 | $1.21M | Sell |
14,563
-4,167
| -22% | -$346K | 0.07% | 233 |
|
|
2024
Q4 | $1.69M | Buy |
18,730
+601
| +3% | +$54.3K | 0.1% | 191 |
|
|
2024
Q3 | $1.69M | Sell |
18,129
-2,570
| -12% | -$239K | 0.1% | 194 |
|
|
2024
Q2 | $1.78M | Sell |
20,699
-240
| -1% | -$20.6K | 0.12% | 180 |
|
|
2024
Q1 | $1.83M | Buy |
20,939
+2,945
| +16% | +$257K | 0.12% | 177 |
|
|
2023
Q4 | $1.5M | Buy |
17,994
+6,869
| +62% | +$574K | 0.11% | 191 |
|
|
2023
Q3 | $815K | Sell |
11,125
-689
| -6% | -$50.5K | 0.07% | 232 |
|
|
2023
Q2 | $909K | Sell |
11,814
-2,222
| -16% | -$171K | 0.07% | 220 |
|
|
2023
Q1 | $1.04M | Sell |
14,036
-29
| -0.2% | -$2.14K | 0.09% | 189 |
|
|
2022
Q4 | $1.02M | Sell |
14,065
-5,697
| -29% | -$412K | 0.09% | 171 |
|
|
2022
Q3 | $1.35M | Sell |
19,762
-1,264
| -6% | -$86.1K | 0.14% | 145 |
|
|
2022
Q2 | $1.48M | Buy |
21,026
+2,424
| +13% | +$171K | 0.13% | 141 |
|
|
2022
Q1 | $1.56M | Sell |
18,602
-19,892
| -52% | -$1.67M | 0.13% | 143 |
|
|
2021
Q4 | $3.57M | Buy |
38,494
+24,678
| +179% | +$2.29M | 0.29% | 88 |
|
|
2021
Q3 | $1.2M | Buy |
13,816
+840
| +6% | +$73.2K | 0.12% | 127 |
|
|
2021
Q2 | $1.15M | Buy |
12,976
+179
| +1% | +$15.9K | 0.12% | 138 |
|
|
2021
Q1 | $1.1M | Buy |
12,797
+3,235
| +34% | +$278K | 0.12% | 137 |
|
|
2020
Q4 | $730K | Buy |
9,562
+1,688
| +21% | +$129K | 0.08% | 161 |
|
|
2020
Q3 | $465K | Sell |
7,874
-19,431
| -71% | -$1.15M | 0.07% | 164 |
|
|
2020
Q2 | $1.55M | Sell |
27,305
-6,273
| -19% | -$356K | 0.24% | 99 |
|
|
2020
Q1 | $1.55M | Buy |
+33,578
| New | +$1.55M | 0.29% | 86 |
|