VWA
Visionary Wealth Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-168,608
| Closed | -$4.7M | – | 561 |
|
|
2024
Q4 | $4.7M | Sell |
168,608
-17,670
| -9% | -$493K | 0.28% | 97 |
|
|
2024
Q3 | $5.41M | Buy |
186,278
+115,842
| +164% | +$3.37M | 0.33% | 86 |
|
|
2024
Q2 | $1.97M | Sell |
70,436
-11,637
| -14% | -$326K | 0.13% | 168 |
|
|
2024
Q1 | $2.31M | Sell |
82,073
-4,129
| -5% | -$116K | 0.16% | 155 |
|
|
2023
Q4 | $2.46M | Buy |
+86,202
| New | +$2.46M | 0.18% | 136 |
|
|
2020
Q1 | – | Sell |
-11,236
| Closed | -$348K | – | 224 |
|
|
2019
Q4 | $348K | Buy |
+11,236
| New | +$348K | 0.06% | 153 |
|