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