Visionary Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
19,489
-1,380
| -7% | -$100K | 0.07% | 233 |
|
|
2025
Q1 | $1.56M | Buy |
20,869
+467
| +2% | +$34.9K | 0.09% | 199 |
|
|
2024
Q4 | $1.43M | Sell |
20,402
-646
| -3% | -$45.2K | 0.08% | 209 |
|
|
2024
Q3 | $1.51M | Sell |
21,048
-180
| -0.8% | -$12.9K | 0.09% | 206 |
|
|
2024
Q2 | $1.38M | Sell |
21,228
-29
| -0.1% | -$1.88K | 0.09% | 213 |
|
|
2024
Q1 | $1.4M | Buy |
21,257
+344
| +2% | +$22.7K | 0.09% | 204 |
|
|
2023
Q4 | $1.31M | Buy |
20,913
+1,915
| +10% | +$120K | 0.1% | 200 |
|
|
2023
Q3 | $1.12M | Buy |
18,998
+3,476
| +22% | +$204K | 0.09% | 196 |
|
|
2023
Q2 | $975K | Sell |
15,522
-38
| -0.2% | -$2.39K | 0.08% | 209 |
|
|
2023
Q1 | $971K | Sell |
15,560
-2,861
| -16% | -$179K | 0.08% | 196 |
|
|
2022
Q4 | $1.18M | Sell |
18,421
-129
| -0.7% | -$8.24K | 0.11% | 162 |
|
|
2022
Q3 | $1.07M | Sell |
18,550
-2,500
| -12% | -$145K | 0.11% | 161 |
|
|
2022
Q2 | $1.31M | Buy |
21,050
+1,535
| +8% | +$95.2K | 0.12% | 152 |
|
|
2022
Q1 | $1.31M | Buy |
19,515
+803
| +4% | +$53.9K | 0.11% | 159 |
|
|
2021
Q4 | $1.28M | Buy |
18,712
+1,914
| +11% | +$131K | 0.11% | 145 |
|
|
2021
Q3 | $1.02M | Buy |
16,798
+363
| +2% | +$22.1K | 0.11% | 137 |
|
|
2021
Q2 | $1M | Sell |
16,435
-3,446
| -17% | -$210K | 0.1% | 144 |
|
|
2021
Q1 | $1.16M | Buy |
19,881
+660
| +3% | +$38.4K | 0.12% | 135 |
|
|
2020
Q4 | $1.08M | Sell |
19,221
-11,404
| -37% | -$641K | 0.12% | 128 |
|
|
2020
Q3 | $1.64M | Buy |
30,625
+4,393
| +17% | +$236K | 0.23% | 92 |
|
|
2020
Q2 | $1.3M | Sell |
26,232
-24,935
| -49% | -$1.24M | 0.2% | 107 |
|
|
2020
Q1 | $2.4M | Sell |
51,167
-70,974
| -58% | -$3.33M | 0.45% | 71 |
|
|
2019
Q4 | $7.13M | Buy |
+122,141
| New | +$7.13M | 1.28% | 25 |
|