VWA
Visionary Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,792
| Closed | -$255K | – | 330 |
|
|
2020
Q4 | $255K | Sell |
5,792
-11,749
| -67% | -$517K | 0.03% | 254 |
|
|
2020
Q3 | $690K | Sell |
17,541
-28
| -0.2% | -$1.1K | 0.1% | 138 |
|
|
2020
Q2 | $637K | Sell |
17,569
-143,428
| -89% | -$5.2M | 0.1% | 135 |
|
|
2020
Q1 | $4.87M | Buy |
160,997
+21,715
| +16% | +$657K | 0.92% | 31 |
|
|
2019
Q4 | $5.27M | Buy |
+139,282
| New | +$5.27M | 0.94% | 33 |
|