VWA
Visionary Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,220
| Closed | -$627K | – | 445 |
|
|
2022
Q2 | $627K | Buy |
+13,220
| New | +$627K | 0.06% | 216 |
|
|
2021
Q2 | – | Sell |
-4,805
| Closed | -$280K | – | 355 |
|
|
2021
Q1 | $280K | Sell |
4,805
-663
| -12% | -$38.6K | 0.03% | 265 |
|
|
2020
Q4 | $262K | Buy |
+5,468
| New | +$262K | 0.03% | 251 |
|