Visionary Wealth Advisors’s STAG Industrial STAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Sell	6,330 -197	-3%	-$7.47K	0.01%	580
2025 Q4	$240K	Sell	6,527 -591	-8%	-$22.4K	0.01%	552
2025 Q3	$251K	Sell	7,118 -156	-2%	-$5.56K	0.01%	532
2025 Q2	$264K	Sell	7,274 -589	-7%	-$20.4K	0.01%	487
2025 Q1	$284K	Sell	7,863 -131	-2%	-$4.57K	0.02%	459
2024 Q4	$270K	Sell	7,994 -690	-8%	-$25.2K	0.02%	463
2024 Q3	$339K	Buy	8,684 +9	+0.1%	+$353	0.02%	408
2024 Q2	$313K	Sell	8,675 -227	-3%	-$8.08K	0.02%	404
2024 Q1	$342K	Sell	8,902 -994	-10%	-$37.7K	0.02%	390
2023 Q4	$389K	Sell	9,896 -194	-2%	-$6.89K	0.03%	355
2023 Q3	$348K	Sell	10,090 -799	-7%	-$29K	0.03%	348
2023 Q2	$391K	Buy	10,889 +2	+0%	+$69	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%	+$10.2K	0.03%	293
2022 Q3	$299K	Sell	10,532 -60	-0.6%	-$1.89K	0.03%	299
2022 Q2	$327K	Buy	10,592 +1,675	+19%	+$59.4K	0.03%	306
2022 Q1	$369K	Buy	8,917 +515	+6%	+$21.3K	0.03%	296
2021 Q4	$403K	Sell	8,402 -200	-2%	-$8.72K	0.03%	255
2021 Q3	$338K	Sell	8,602 -175	-2%	-$7.15K	0.03%	234
2021 Q2	$329K	Buy	8,777 +200	+2%	+$7.29K	0.03%	256
2021 Q1	$288K	Buy	8,577 +1,525	+22%	+$48.7K	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%	-$103K	0.03%	218
2020 Q2	$331K	Buy	11,306 +750	+7%	+$19.7K	0.05%	171
2020 Q1	$238K	Buy	10,556 +564	+6%	+$16.4K	0.04%	170
2019 Q4	$315K	Buy	+9,992	New	+$306K	0.06%	159