VWA
Visionary Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
416,777
+17,762
| +4% | +$930K | 1.11% | 16 |
|
|
2025
Q1 | $20.4M | Buy |
399,015
+21,533
| +6% | +$1.1M | 1.22% | 13 |
|
|
2024
Q4 | $19.3M | Buy |
377,482
+327,757
| +659% | +$16.8M | 1.13% | 15 |
|
|
2024
Q3 | $2.63M | Sell |
49,725
-3,793
| -7% | -$200K | 0.16% | 144 |
|
|
2024
Q2 | $2.61M | Buy |
53,518
+2,866
| +6% | +$140K | 0.17% | 139 |
|
|
2024
Q1 | $2.54M | Buy |
50,652
+7,890
| +18% | +$395K | 0.17% | 144 |
|
|
2023
Q4 | $1.99M | Buy |
42,762
+19,786
| +86% | +$923K | 0.15% | 156 |
|
|
2023
Q3 | $948K | Sell |
22,976
-392
| -2% | -$16.2K | 0.08% | 216 |
|
|
2023
Q2 | $1.01M | Sell |
23,368
-1,026
| -4% | -$44.3K | 0.08% | 204 |
|
|
2023
Q1 | $993K | Sell |
24,394
-2,360
| -9% | -$96.1K | 0.08% | 191 |
|
|
2022
Q4 | $1.04M | Sell |
26,754
-23,477
| -47% | -$913K | 0.1% | 170 |
|
|
2022
Q3 | $1.73M | Buy |
50,231
+1,186
| +2% | +$40.9K | 0.18% | 121 |
|
|
2022
Q2 | $1.81M | Buy |
49,045
+5,075
| +12% | +$187K | 0.16% | 123 |
|
|
2022
Q1 | $1.84M | Sell |
43,970
-10,128
| -19% | -$423K | 0.15% | 133 |
|
|
2021
Q4 | $2.27M | Buy |
54,098
+721
| +1% | +$30.3K | 0.19% | 112 |
|
|
2021
Q3 | $2.08M | Sell |
53,377
-252
| -0.5% | -$9.83K | 0.21% | 99 |
|
|
2021
Q2 | $2.12M | Buy |
53,629
+9,624
| +22% | +$381K | 0.21% | 102 |
|
|
2021
Q1 | $1.67M | Sell |
44,005
-9,169
| -17% | -$348K | 0.18% | 120 |
|
|
2020
Q4 | $1.83M | Buy |
53,174
+6,751
| +15% | +$232K | 0.21% | 102 |
|
|
2020
Q3 | $1.4M | Buy |
46,423
+18,171
| +64% | +$549K | 0.2% | 103 |
|
|
2020
Q2 | $819K | Buy |
28,252
+4,217
| +18% | +$122K | 0.12% | 124 |
|
|
2020
Q1 | $621K | Buy |
+24,035
| New | +$621K | 0.12% | 115 |
|