VWA
Visionary Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
15,238
-862
| -5% | -$39K | 0.04% | 317 |
|
|
2025
Q1 | $680K | Sell |
16,100
-537
| -3% | -$22.7K | 0.04% | 303 |
|
|
2024
Q4 | $796K | Sell |
16,637
-2,866
| -15% | -$137K | 0.05% | 289 |
|
|
2024
Q3 | $892K | Sell |
19,503
-28
| -0.1% | -$1.28K | 0.05% | 265 |
|
|
2024
Q2 | $775K | Sell |
19,531
-88,765
| -82% | -$3.52M | 0.05% | 269 |
|
|
2024
Q1 | $4.84M | Sell |
108,296
-1,187
| -1% | -$53.1K | 0.33% | 82 |
|
|
2023
Q4 | $4.74M | Sell |
109,483
-13
| -0% | -$563 | 0.35% | 79 |
|
|
2023
Q3 | $3.62M | Buy |
109,496
+9,033
| +9% | +$299K | 0.29% | 96 |
|
|
2023
Q2 | $3.32M | Buy |
100,463
+11,163
| +13% | +$369K | 0.27% | 101 |
|
|
2023
Q1 | $3.22M | Buy |
89,300
+8,237
| +10% | +$297K | 0.27% | 98 |
|
|
2022
Q4 | $3.54M | Buy |
81,063
+4,140
| +5% | +$181K | 0.33% | 84 |
|
|
2022
Q3 | $3.1M | Buy |
76,923
+10,324
| +16% | +$416K | 0.32% | 80 |
|
|
2022
Q2 | $3.07M | Buy |
66,599
+2,831
| +4% | +$130K | 0.28% | 95 |
|
|
2022
Q1 | $3.39M | Buy |
63,768
+13,755
| +28% | +$731K | 0.27% | 96 |
|
|
2021
Q4 | $2.81M | Buy |
50,013
+2,167
| +5% | +$122K | 0.23% | 98 |
|
|
2021
Q3 | $2.84M | Sell |
47,846
-1,143
| -2% | -$67.9K | 0.29% | 83 |
|
|
2021
Q2 | $2.79M | Sell |
48,989
-919
| -2% | -$52.4K | 0.28% | 85 |
|
|
2021
Q1 | $2.76M | Sell |
49,908
-9,763
| -16% | -$540K | 0.29% | 89 |
|
|
2020
Q4 | $2.78M | Buy |
59,671
+3,490
| +6% | +$163K | 0.31% | 80 |
|
|
2020
Q3 | $2.01M | Buy |
56,181
+3,194
| +6% | +$115K | 0.28% | 87 |
|
|
2020
Q2 | $1.95M | Buy |
52,987
+6,659
| +14% | +$245K | 0.3% | 86 |
|
|
2020
Q1 | $1.6M | Buy |
46,328
+5,391
| +13% | +$186K | 0.3% | 84 |
|
|
2019
Q4 | $2.43M | Buy |
+40,937
| New | +$2.43M | 0.43% | 63 |
|