VWA
Visionary Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.99M | Buy |
+73,966
| New | +$2.99M | 0.15% | 153 |
|
2025
Q1 | – | Sell |
-47,268
| Closed | -$1.61M | – | 559 |
|
2024
Q4 | $1.61M | Sell |
47,268
-8,232
| -15% | -$281K | 0.09% | 193 |
|
2024
Q3 | $2.08M | Buy |
55,500
+4,127
| +8% | +$155K | 0.13% | 169 |
|
2024
Q2 | $1.8M | Buy |
51,373
+40,387
| +368% | +$1.42M | 0.12% | 177 |
|
2024
Q1 | $394K | Buy |
10,986
+258
| +2% | +$9.25K | 0.03% | 363 |
|
2023
Q4 | $365K | Sell |
10,728
-85,816
| -89% | -$2.92M | 0.03% | 361 |
|
2023
Q3 | $2.99M | Sell |
96,544
-6,718
| -7% | -$208K | 0.24% | 110 |
|
2023
Q2 | $3.36M | Buy |
103,262
+1,253
| +1% | +$40.8K | 0.27% | 100 |
|
2023
Q1 | $3.28M | Buy |
+102,009
| New | +$3.28M | 0.28% | 95 |
|
2022
Q3 | – | Sell |
-74,219
| Closed | -$2.14M | – | 444 |
|
2022
Q2 | $2.14M | Sell |
74,219
-12,897
| -15% | -$372K | 0.19% | 115 |
|
2022
Q1 | $2.99M | Buy |
87,116
+11,959
| +16% | +$410K | 0.24% | 103 |
|
2021
Q4 | $2.74M | Buy |
75,157
+6,658
| +10% | +$243K | 0.22% | 101 |
|
2021
Q3 | $2.48M | Buy |
68,499
+344
| +0.5% | +$12.5K | 0.26% | 93 |
|
2021
Q2 | $2.51M | Buy |
68,155
+8,553
| +14% | +$315K | 0.25% | 93 |
|
2021
Q1 | $2.11M | Buy |
59,602
+30,462
| +105% | +$1.08M | 0.22% | 106 |
|
2020
Q4 | $983K | Buy |
+29,140
| New | +$983K | 0.11% | 135 |
|