Visionary Wealth Advisors’s Strive 500 ETF STRV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.49M | Buy |
87,113
+1,740
| +2% | +$69.7K | 0.18% | 133 |
|
2025
Q1 | $3.08M | Sell |
85,373
-11,978
| -12% | -$432K | 0.18% | 131 |
|
2024
Q4 | $3.68M | Buy |
97,351
+8,251
| +9% | +$312K | 0.22% | 115 |
|
2024
Q3 | $3.28M | Sell |
89,100
-10,276
| -10% | -$379K | 0.2% | 119 |
|
2024
Q2 | $3.48M | Buy |
99,376
+5,103
| +5% | +$178K | 0.23% | 111 |
|
2024
Q1 | $3.17M | Buy |
94,273
+14,815
| +19% | +$499K | 0.21% | 119 |
|
2023
Q4 | $2.43M | Buy |
79,458
+35,505
| +81% | +$1.09M | 0.18% | 137 |
|
2023
Q3 | $1.2M | Buy |
43,953
+3,569
| +9% | +$97.8K | 0.1% | 192 |
|
2023
Q2 | $1.14M | Buy |
40,384
+9,378
| +30% | +$266K | 0.09% | 193 |
|
2023
Q1 | $810K | Buy |
31,006
+20,806
| +204% | +$543K | 0.07% | 214 |
|
2022
Q4 | $247K | Buy |
+10,200
| New | +$247K | 0.02% | 363 |
|