VWA
Visionary Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,832
| Closed | -$232K | – | 352 |
|
|
2021
Q2 | $232K | Sell |
1,832
-22,479
| -92% | -$2.85M | 0.02% | 302 |
|
|
2021
Q1 | $2.88M | Sell |
24,311
-4,496
| -16% | -$533K | 0.3% | 87 |
|
|
2020
Q4 | $3.24M | Sell |
28,807
-37,246
| -56% | -$4.19M | 0.36% | 74 |
|
|
2020
Q3 | $6.57M | Sell |
66,053
-1,592
| -2% | -$158K | 0.93% | 32 |
|
|
2020
Q2 | $6.23M | Buy |
67,645
+64,208
| +1,868% | +$5.92M | 0.95% | 28 |
|
|
2020
Q1 | $268K | Buy |
+3,437
| New | +$268K | 0.05% | 160 |
|