VWA
Visionary Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
29,218
-522
| -2% | -$49K | 0.14% | 164 |
|
|
2025
Q1 | $2.79M | Sell |
29,740
-624
| -2% | -$58.4K | 0.17% | 144 |
|
|
2024
Q4 | $2.7M | Sell |
30,364
-655
| -2% | -$58.2K | 0.16% | 142 |
|
|
2024
Q3 | $2.83M | Sell |
31,019
-170
| -0.5% | -$15.5K | 0.17% | 133 |
|
|
2024
Q2 | $2.62M | Sell |
31,189
-703
| -2% | -$59K | 0.17% | 138 |
|
|
2024
Q1 | $2.67M | Sell |
31,892
-1,698
| -5% | -$142K | 0.18% | 137 |
|
|
2023
Q4 | $2.62M | Sell |
33,590
-1,909
| -5% | -$149K | 0.19% | 130 |
|
|
2023
Q3 | $2.57M | Sell |
35,499
-4,332
| -11% | -$314K | 0.21% | 124 |
|
|
2023
Q2 | $2.96M | Sell |
39,831
-9,191
| -19% | -$683K | 0.24% | 108 |
|
|
2023
Q1 | $3.57M | Sell |
49,022
-14,063
| -22% | -$1.02M | 0.3% | 87 |
|
|
2022
Q4 | $4.55M | Sell |
63,085
-3,880
| -6% | -$280K | 0.42% | 68 |
|
|
2022
Q3 | $4.43M | Sell |
66,965
-1,178
| -2% | -$77.9K | 0.46% | 60 |
|
|
2022
Q2 | $4.78M | Sell |
68,143
-1,474
| -2% | -$103K | 0.43% | 65 |
|
|
2022
Q1 | $5.4M | Sell |
69,617
-1,045
| -1% | -$81.1K | 0.43% | 60 |
|
|
2021
Q4 | $5.72M | Sell |
70,662
-1,573
| -2% | -$127K | 0.47% | 53 |
|
|
2021
Q3 | $5.31M | Sell |
72,235
-2,040
| -3% | -$150K | 0.55% | 46 |
|
|
2021
Q2 | $5.47M | Sell |
74,275
-2,328
| -3% | -$171K | 0.55% | 42 |
|
|
2021
Q1 | $5.3M | Sell |
76,603
-12,949
| -14% | -$896K | 0.56% | 44 |
|
|
2020
Q4 | $6.08M | Buy |
89,552
+3,956
| +5% | +$269K | 0.68% | 38 |
|
|
2020
Q3 | $5.46M | Sell |
85,596
-11,484
| -12% | -$732K | 0.77% | 37 |
|
|
2020
Q2 | $5.89M | Buy |
97,080
+39,256
| +68% | +$2.38M | 0.9% | 35 |
|
|
2020
Q1 | $3.12M | Buy |
57,824
+5,316
| +10% | +$287K | 0.59% | 54 |
|
|
2019
Q4 | $3.45M | Buy |
+52,508
| New | +$3.45M | 0.62% | 48 |
|