VWA
Visionary Wealth Advisors’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
5,460
+157
| +3% | +$14.2K | 0.03% | 360 |
|
|
2025
Q1 | $390K | Buy |
5,303
+63
| +1% | +$4.64K | 0.02% | 384 |
|
|
2024
Q4 | $411K | Buy |
5,240
+75
| +1% | +$5.88K | 0.02% | 384 |
|
|
2024
Q3 | $415K | Hold |
5,165
| – | – | 0.03% | 373 |
|
|
2024
Q2 | $391K | Hold |
5,165
| – | – | 0.03% | 366 |
|
|
2024
Q1 | $360K | Hold |
5,165
| – | – | 0.02% | 386 |
|
|
2023
Q4 | $331K | Hold |
5,165
| – | – | 0.02% | 379 |
|
|
2023
Q3 | $290K | Sell |
5,165
-75
| -1% | -$4.21K | 0.02% | 371 |
|
|
2023
Q2 | $307K | Hold |
5,240
| – | – | 0.02% | 362 |
|
|
2023
Q1 | $283K | Sell |
5,240
-888
| -14% | -$48K | 0.02% | 365 |
|
|
2022
Q4 | $293K | Sell |
6,128
-100
| -2% | -$4.78K | 0.03% | 326 |
|
|
2022
Q3 | $272K | Hold |
6,228
| – | – | 0.03% | 318 |
|
|
2022
Q2 | $312K | Hold |
6,228
| – | – | 0.03% | 317 |
|
|
2022
Q1 | $367K | Hold |
6,228
| – | – | 0.03% | 299 |
|
|
2021
Q4 | $391K | Hold |
6,228
| – | – | 0.03% | 261 |
|
|
2021
Q3 | $352K | Sell |
6,228
-500
| -7% | -$28.3K | 0.04% | 226 |
|
|
2021
Q2 | $386K | Buy |
6,728
+338
| +5% | +$19.4K | 0.04% | 232 |
|
|
2021
Q1 | $345K | Sell |
6,390
-1,700
| -21% | -$91.8K | 0.04% | 232 |
|
|
2020
Q4 | $400K | Hold |
8,090
| – | – | 0.04% | 206 |
|
|
2020
Q3 | $354K | Sell |
8,090
-100
| -1% | -$4.38K | 0.05% | 180 |
|
|
2020
Q2 | $342K | Buy |
8,190
+100
| +1% | +$4.18K | 0.05% | 169 |
|
|
2020
Q1 | $286K | Hold |
8,090
| – | – | 0.05% | 155 |
|
|
2019
Q4 | $349K | Buy |
+8,090
| New | +$349K | 0.06% | 152 |
|