VWA
Visionary Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
6,991
-1,342
| -16% | -$829K | 0.22% | 110 |
|
|
2025
Q1 | $4.66M | Buy |
8,333
+3,333
| +67% | +$1.86M | 0.28% | 93 |
|
|
2024
Q4 | $2.93M | Sell |
5,000
-189
| -4% | -$111K | 0.17% | 136 |
|
|
2024
Q3 | $2.98M | Sell |
5,189
-554
| -10% | -$318K | 0.18% | 127 |
|
|
2024
Q2 | $3.13M | Sell |
5,743
-24
| -0.4% | -$13.1K | 0.2% | 121 |
|
|
2024
Q1 | $3.02M | Sell |
5,767
-145
| -2% | -$75.8K | 0.2% | 125 |
|
|
2023
Q4 | $2.81M | Buy |
5,912
+53
| +0.9% | +$25.2K | 0.21% | 127 |
|
|
2023
Q3 | $2.5M | Buy |
5,859
+122
| +2% | +$52.2K | 0.2% | 125 |
|
|
2023
Q2 | $2.54M | Buy |
5,737
+126
| +2% | +$55.9K | 0.2% | 120 |
|
|
2023
Q1 | $2.3M | Sell |
5,611
-13
| -0.2% | -$5.32K | 0.19% | 115 |
|
|
2022
Q4 | $2.15M | Buy |
5,624
+351
| +7% | +$134K | 0.2% | 112 |
|
|
2022
Q3 | $1.88M | Sell |
5,273
-304
| -5% | -$109K | 0.2% | 115 |
|
|
2022
Q2 | $2.1M | Buy |
5,577
+38
| +0.7% | +$14.3K | 0.19% | 117 |
|
|
2022
Q1 | $2.5M | Buy |
5,539
+978
| +21% | +$442K | 0.2% | 112 |
|
|
2021
Q4 | $2.17M | Buy |
4,561
+32
| +0.7% | +$15.2K | 0.18% | 116 |
|
|
2021
Q3 | $1.94M | Buy |
4,529
+270
| +6% | +$116K | 0.2% | 101 |
|
|
2021
Q2 | $1.82M | Sell |
4,259
-154
| -3% | -$65.9K | 0.18% | 111 |
|
|
2021
Q1 | $1.75M | Buy |
4,413
+17
| +0.4% | +$6.74K | 0.18% | 118 |
|
|
2020
Q4 | $1.64M | Sell |
4,396
-812
| -16% | -$304K | 0.18% | 109 |
|
|
2020
Q3 | $1.74M | Sell |
5,208
-113
| -2% | -$37.8K | 0.25% | 91 |
|
|
2020
Q2 | $1.64M | Sell |
5,321
-13,405
| -72% | -$4.14M | 0.25% | 96 |
|
|
2020
Q1 | $4.83M | Sell |
18,726
-4,373
| -19% | -$1.13M | 0.91% | 32 |
|
|
2019
Q4 | $7.44M | Buy |
+23,099
| New | +$7.44M | 1.33% | 21 |
|