VWA
Visionary Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
101,911
+4,169
| +4% | +$167K | 0.21% | 116 |
|
|
2025
Q1 | $3.94M | Buy |
97,742
+3,646
| +4% | +$147K | 0.24% | 114 |
|
|
2024
Q4 | $3.71M | Buy |
94,096
+3,973
| +4% | +$156K | 0.22% | 114 |
|
|
2024
Q3 | $3.73M | Buy |
90,123
+3,655
| +4% | +$151K | 0.23% | 110 |
|
|
2024
Q2 | $3.43M | Sell |
86,468
-488
| -0.6% | -$19.4K | 0.22% | 112 |
|
|
2024
Q1 | $3.48M | Buy |
86,956
+18,088
| +26% | +$724K | 0.24% | 112 |
|
|
2023
Q4 | $2.77M | Buy |
68,868
+6,762
| +11% | +$272K | 0.2% | 128 |
|
|
2023
Q3 | $2.4M | Buy |
62,106
+145
| +0.2% | +$5.6K | 0.19% | 128 |
|
|
2023
Q2 | $2.51M | Buy |
61,961
+3,758
| +6% | +$152K | 0.2% | 122 |
|
|
2023
Q1 | $2.39M | Buy |
58,203
+3,989
| +7% | +$164K | 0.2% | 111 |
|
|
2022
Q4 | $2.17M | Buy |
54,214
+9,031
| +20% | +$362K | 0.2% | 110 |
|
|
2022
Q3 | $1.82M | Sell |
45,183
-22,117
| -33% | -$888K | 0.19% | 118 |
|
|
2022
Q2 | $2.84M | Buy |
67,300
+1,492
| +2% | +$62.9K | 0.25% | 99 |
|
|
2022
Q1 | $2.95M | Sell |
65,808
-68,446
| -51% | -$3.06M | 0.24% | 104 |
|
|
2021
Q4 | $6.36M | Buy |
134,254
+58,881
| +78% | +$2.79M | 0.52% | 45 |
|
|
2021
Q3 | $3.64M | Buy |
75,373
+21,113
| +39% | +$1.02M | 0.37% | 73 |
|
|
2021
Q2 | $2.63M | Buy |
54,260
+5,694
| +12% | +$276K | 0.26% | 89 |
|
|
2021
Q1 | $2.34M | Buy |
+48,566
| New | +$2.34M | 0.25% | 101 |
|