VWA
Visionary Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
3,522
-6,343
| -64% | -$506K | 0.01% | 471 |
|
|
2025
Q1 | $773K | Buy |
9,865
+6,074
| +160% | +$476K | 0.05% | 284 |
|
|
2024
Q4 | $331K | Sell |
3,791
-566
| -13% | -$49.4K | 0.02% | 423 |
|
|
2024
Q3 | $378K | Sell |
4,357
-89
| -2% | -$7.73K | 0.02% | 390 |
|
|
2024
Q2 | $348K | Sell |
4,446
-47
| -1% | -$3.68K | 0.02% | 390 |
|
|
2024
Q1 | $373K | Sell |
4,493
-1,187
| -21% | -$98.5K | 0.03% | 373 |
|
|
2023
Q4 | $473K | Sell |
5,680
-1,409
| -20% | -$117K | 0.03% | 324 |
|
|
2023
Q3 | $513K | Sell |
7,089
-5,749
| -45% | -$416K | 0.04% | 297 |
|
|
2023
Q2 | $991K | Sell |
12,838
-6,112
| -32% | -$472K | 0.08% | 208 |
|
|
2023
Q1 | $1.44M | Sell |
18,950
-11,070
| -37% | -$843K | 0.12% | 165 |
|
|
2022
Q4 | $2.23M | Sell |
30,020
-9,664
| -24% | -$717K | 0.21% | 109 |
|
|
2022
Q3 | $2.66M | Sell |
39,684
-2,392
| -6% | -$161K | 0.28% | 97 |
|
|
2022
Q2 | $3.05M | Buy |
42,076
+2,476
| +6% | +$179K | 0.27% | 96 |
|
|
2022
Q1 | $3.3M | Sell |
39,600
-32,747
| -45% | -$2.73M | 0.27% | 100 |
|
|
2021
Q4 | $6.13M | Buy |
72,347
+45,568
| +170% | +$3.86M | 0.5% | 50 |
|
|
2021
Q3 | $2.2M | Buy |
26,779
+1,953
| +8% | +$160K | 0.23% | 98 |
|
|
2021
Q2 | $2.13M | Buy |
24,826
+2,554
| +11% | +$219K | 0.21% | 101 |
|
|
2021
Q1 | $1.83M | Buy |
22,272
+10,989
| +97% | +$901K | 0.19% | 116 |
|
|
2020
Q4 | $747K | Buy |
11,283
+1,546
| +16% | +$102K | 0.08% | 159 |
|
|
2020
Q3 | $488K | Sell |
9,737
-43,767
| -82% | -$2.19M | 0.07% | 158 |
|
|
2020
Q2 | $2.63M | Buy |
53,504
+2,736
| +5% | +$134K | 0.4% | 70 |
|
|
2020
Q1 | $2.07M | Buy |
+50,768
| New | +$2.07M | 0.39% | 75 |
|