VWA
Visionary Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
16,900
-1,403
| -8% | -$154K | 0.1% | 199 |
|
|
2025
Q1 | $2.03M | Sell |
18,303
-363
| -2% | -$40.3K | 0.12% | 169 |
|
|
2024
Q4 | $1.99M | Sell |
18,666
-1,620
| -8% | -$173K | 0.12% | 167 |
|
|
2024
Q3 | $2.24M | Buy |
20,286
+235
| +1% | +$26K | 0.14% | 164 |
|
|
2024
Q2 | $2.14M | Sell |
20,051
-282
| -1% | -$30.1K | 0.14% | 160 |
|
|
2024
Q1 | $2.18M | Buy |
20,333
+48
| +0.2% | +$5.16K | 0.15% | 159 |
|
|
2023
Q4 | $2.18M | Buy |
20,285
+1,472
| +8% | +$158K | 0.16% | 147 |
|
|
2023
Q3 | $1.95M | Sell |
18,813
-339
| -2% | -$35.2K | 0.16% | 144 |
|
|
2023
Q2 | $2.06M | Sell |
19,152
-436
| -2% | -$46.9K | 0.17% | 141 |
|
|
2023
Q1 | $2.16M | Sell |
19,588
-613
| -3% | -$67.6K | 0.18% | 121 |
|
|
2022
Q4 | $2.15M | Sell |
20,201
-31,971
| -61% | -$3.4M | 0.2% | 113 |
|
|
2022
Q3 | $5.47M | Sell |
52,172
-6,202
| -11% | -$651K | 0.57% | 46 |
|
|
2022
Q2 | $6.65M | Sell |
58,374
-1,260
| -2% | -$144K | 0.6% | 43 |
|
|
2022
Q1 | $7.43M | Sell |
59,634
-5,876
| -9% | -$732K | 0.6% | 40 |
|
|
2021
Q4 | $8.46M | Buy |
65,510
+11,740
| +22% | +$1.52M | 0.69% | 35 |
|
|
2021
Q3 | $6.87M | Buy |
53,770
+27,882
| +108% | +$3.56M | 0.71% | 36 |
|
|
2021
Q2 | $3.31M | Buy |
25,888
+2,284
| +10% | +$292K | 0.33% | 76 |
|
|
2021
Q1 | $2.96M | Buy |
23,604
+7,700
| +48% | +$966K | 0.31% | 86 |
|
|
2020
Q4 | $2.03M | Buy |
15,904
+2,933
| +23% | +$374K | 0.23% | 99 |
|
|
2020
Q3 | $1.64M | Buy |
+12,971
| New | +$1.64M | 0.23% | 93 |
|