VWA
Visionary Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
29,624
+16,425
| +124% | +$1.67M | 0.15% | 152 |
|
|
2025
Q1 | $1.37M | Buy |
+13,199
| New | +$1.37M | 0.08% | 217 |
|
|
2024
Q1 | – | Sell |
-11,252
| Closed | -$1.22M | – | 503 |
|
|
2023
Q4 | $1.22M | Buy |
+11,252
| New | +$1.22M | 0.09% | 205 |
|
|
2022
Q1 | – | Sell |
-12,562
| Closed | -$1.86M | – | 458 |
|
|
2021
Q4 | $1.86M | Buy |
+12,562
| New | +$1.86M | 0.15% | 128 |
|
|
2021
Q1 | – | Sell |
-1,267
| Closed | -$202K | – | 331 |
|
|
2020
Q4 | $202K | Sell |
1,267
-1,652
| -57% | -$263K | 0.02% | 287 |
|
|
2020
Q3 | $486K | Sell |
2,919
-129
| -4% | -$21.5K | 0.07% | 159 |
|
|
2020
Q2 | $510K | Buy |
3,048
+664
| +28% | +$111K | 0.08% | 145 |
|
|
2020
Q1 | $400K | Sell |
2,384
-1,584
| -40% | -$266K | 0.08% | 136 |
|
|
2019
Q4 | $570K | Buy |
+3,968
| New | +$570K | 0.1% | 125 |
|