VWA
Visionary Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-28,650
| Closed | -$1.21M | – | 457 |
|
2021
Q4 | $1.21M | Buy |
+28,650
| New | +$1.21M | 0.1% | 151 |
|
2020
Q4 | – | Sell |
-26,244
| Closed | -$1.23M | – | 302 |
|
2020
Q3 | $1.23M | Sell |
26,244
-2,953
| -10% | -$138K | 0.17% | 111 |
|
2020
Q2 | $1.37M | Buy |
29,197
+16,085
| +123% | +$755K | 0.21% | 104 |
|
2020
Q1 | $619K | Buy |
+13,112
| New | +$619K | 0.12% | 116 |
|