VWA
Visionary Wealth Advisors’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
168,116
+30,110
| +22% | +$665K | 0.19% | 128 |
|
|
2025
Q1 | $3.04M | Buy |
138,006
+18,610
| +16% | +$410K | 0.18% | 134 |
|
|
2024
Q4 | $2.57M | Buy |
119,396
+92,316
| +341% | +$1.99M | 0.15% | 146 |
|
|
2024
Q3 | $610K | Sell |
27,080
-2,059
| -7% | -$46.4K | 0.04% | 321 |
|
|
2024
Q2 | $629K | Sell |
29,139
-10,893
| -27% | -$235K | 0.04% | 295 |
|
|
2024
Q1 | $869K | Buy |
40,032
+365
| +0.9% | +$7.93K | 0.06% | 247 |
|
|
2023
Q4 | $875K | Sell |
39,667
-49,034
| -55% | -$1.08M | 0.06% | 240 |
|
|
2023
Q3 | $1.84M | Buy |
88,701
+1,654
| +2% | +$34.4K | 0.15% | 149 |
|
|
2023
Q2 | $1.91M | Sell |
87,047
-2,447
| -3% | -$53.6K | 0.15% | 146 |
|
|
2023
Q1 | $1.98M | Sell |
89,494
-1,025
| -1% | -$22.7K | 0.17% | 128 |
|
|
2022
Q4 | $1.96M | Buy |
90,519
+5,986
| +7% | +$130K | 0.18% | 120 |
|
|
2022
Q3 | $1.81M | Buy |
84,533
+1,593
| +2% | +$34.2K | 0.19% | 119 |
|
|
2022
Q2 | $1.9M | Buy |
82,940
+30
| +0% | +$685 | 0.17% | 121 |
|
|
2022
Q1 | $1.99M | Buy |
82,910
+1,204
| +1% | +$28.9K | 0.16% | 125 |
|
|
2021
Q4 | $2.07M | Sell |
81,706
-17,340
| -18% | -$440K | 0.17% | 120 |
|
|
2021
Q3 | $2.55M | Sell |
99,046
-21,144
| -18% | -$544K | 0.26% | 90 |
|
|
2021
Q2 | $3.11M | Buy |
120,190
+23,313
| +24% | +$603K | 0.31% | 79 |
|
|
2021
Q1 | $2.51M | Buy |
96,877
+45,922
| +90% | +$1.19M | 0.26% | 96 |
|
|
2020
Q4 | $1.35M | Buy |
50,955
+21,413
| +72% | +$566K | 0.15% | 120 |
|
|
2020
Q3 | $787K | Sell |
29,542
-70,700
| -71% | -$1.88M | 0.11% | 132 |
|
|
2020
Q2 | $2.69M | Sell |
100,242
-72,299
| -42% | -$1.94M | 0.41% | 66 |
|
|
2020
Q1 | $4.61M | Buy |
+172,541
| New | +$4.61M | 0.87% | 34 |
|