VWA
Visionary Wealth Advisors’s STAG Industrial STAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
7,274
-589
| -7% | -$21.4K | 0.01% | 487 |
|
|
2025
Q1 | $284K | Sell |
7,863
-131
| -2% | -$4.73K | 0.02% | 459 |
|
|
2024
Q4 | $270K | Sell |
7,994
-690
| -8% | -$23.3K | 0.02% | 463 |
|
|
2024
Q3 | $339K | Buy |
8,684
+9
| +0.1% | +$352 | 0.02% | 408 |
|
|
2024
Q2 | $313K | Sell |
8,675
-227
| -3% | -$8.19K | 0.02% | 404 |
|
|
2024
Q1 | $342K | Sell |
8,902
-994
| -10% | -$38.2K | 0.02% | 390 |
|
|
2023
Q4 | $389K | Sell |
9,896
-194
| -2% | -$7.62K | 0.03% | 355 |
|
|
2023
Q3 | $348K | Sell |
10,090
-799
| -7% | -$27.6K | 0.03% | 348 |
|
|
2023
Q2 | $391K | Buy |
10,889
+2
| +0% | +$72 | 0.03% | 326 |
|
|
2023
Q1 | $368K | Buy |
10,887
+30
| +0.3% | +$1.02K | 0.03% | 319 |
|
|
2022
Q4 | $351K | Buy |
10,857
+325
| +3% | +$10.5K | 0.03% | 293 |
|
|
2022
Q3 | $299K | Sell |
10,532
-60
| -0.6% | -$1.7K | 0.03% | 299 |
|
|
2022
Q2 | $327K | Buy |
10,592
+1,675
| +19% | +$51.7K | 0.03% | 306 |
|
|
2022
Q1 | $369K | Buy |
8,917
+515
| +6% | +$21.3K | 0.03% | 296 |
|
|
2021
Q4 | $403K | Sell |
8,402
-200
| -2% | -$9.59K | 0.03% | 255 |
|
|
2021
Q3 | $338K | Sell |
8,602
-175
| -2% | -$6.88K | 0.03% | 234 |
|
|
2021
Q2 | $329K | Buy |
8,777
+200
| +2% | +$7.5K | 0.03% | 256 |
|
|
2021
Q1 | $288K | Buy |
8,577
+1,525
| +22% | +$51.2K | 0.03% | 262 |
|
|
2020
Q4 | $221K | Sell |
7,052
-1,000
| -12% | -$31.3K | 0.02% | 280 |
|
|
2020
Q3 | $246K | Sell |
8,052
-3,254
| -29% | -$99.4K | 0.03% | 218 |
|
|
2020
Q2 | $331K | Buy |
11,306
+750
| +7% | +$22K | 0.05% | 171 |
|
|
2020
Q1 | $238K | Buy |
10,556
+564
| +6% | +$12.7K | 0.04% | 170 |
|
|
2019
Q4 | $315K | Buy |
+9,992
| New | +$315K | 0.06% | 159 |
|