Visionary Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$693K	Buy	7,328 +4,020	+122%	+$389K	0.03%	338
2025 Q4	$301K	Sell	3,308 -161	-5%	-$14.5K	0.01%	494
2025 Q3	$308K	Sell	3,469 -53	-2%	-$4.52K	0.01%	487
2025 Q2	$281K	Sell	3,522 -6,343	-64%	-$481K	0.01%	471
2025 Q1	$773K	Buy	9,865 +6,074	+160%	+$515K	0.05%	284
2024 Q4	$331K	Sell	3,791 -566	-13%	-$50.6K	0.02%	423
2024 Q3	$378K	Sell	4,357 -89	-2%	-$7.45K	0.02%	390
2024 Q2	$348K	Sell	4,446 -47	-1%	-$3.73K	0.02%	390
2024 Q1	$373K	Sell	4,493 -1,187	-21%	-$95.2K	0.03%	373
2023 Q4	$473K	Sell	5,680 -1,409	-20%	-$104K	0.03%	324
2023 Q3	$513K	Sell	7,089 -5,749	-45%	-$444K	0.04%	297
2023 Q2	$991K	Sell	12,838 -6,112	-32%	-$455K	0.08%	208
2023 Q1	$1.44M	Sell	18,950 -11,070	-37%	-$880K	0.12%	165
2022 Q4	$2.23M	Sell	30,020 -9,664	-24%	-$725K	0.21%	109
2022 Q3	$2.66M	Sell	39,684 -2,392	-6%	-$180K	0.28%	97
2022 Q2	$3.05M	Buy	42,076 +2,476	+6%	+$193K	0.27%	96
2022 Q1	$3.3M	Sell	39,600 -32,747	-45%	-$2.71M	0.27%	100
2021 Q4	$6.13M	Buy	72,347 +45,568	+170%	+$3.89M	0.5%	50
2021 Q3	$2.19M	Buy	26,779 +1,953	+8%	+$160K	0.23%	98
2021 Q2	$2.13M	Buy	24,826 +2,554	+11%	+$217K	0.21%	101
2021 Q1	$1.83M	Buy	22,272 +10,989	+97%	+$847K	0.19%	116
2020 Q4	$747K	Buy	11,283 +1,546	+16%	+$91.9K	0.08%	159
2020 Q3	$488K	Sell	9,737 -43,767	-82%	-$2.25M	0.07%	158
2020 Q2	$2.63M	Buy	53,504 +2,736	+5%	+$125K	0.4%	70
2020 Q1	$2.07M	Buy	+50,768	New	+$2.87M	0.39%	75