Visionary Wealth Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,782
| Closed | -$1.14M | – | 519 |
|
|
2024
Q1 | $1.14M | Buy |
17,782
+1,384
| +8% | +$88.6K | 0.08% | 223 |
|
|
2023
Q4 | $1.07M | Buy |
16,398
+442
| +3% | +$28.7K | 0.08% | 221 |
|
|
2023
Q3 | $903K | Buy |
15,956
+2,010
| +14% | +$114K | 0.07% | 223 |
|
|
2023
Q2 | $825K | Buy |
13,946
+9,814
| +238% | +$580K | 0.07% | 230 |
|
|
2023
Q1 | $252K | Buy |
+4,132
| New | +$252K | 0.02% | 380 |
|
|
2020
Q1 | – | Sell |
-15,225
| Closed | -$940K | – | 223 |
|
|
2019
Q4 | $940K | Buy |
+15,225
| New | +$940K | 0.17% | 101 |
|