VWA
Visionary Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
95,169
+20,068
| +27% | +$3.55M | 0.86% | 25 |
|
|
2025
Q1 | $13M | Buy |
75,101
+4,618
| +7% | +$798K | 0.78% | 29 |
|
|
2024
Q4 | $11.9M | Buy |
70,483
+1,820
| +3% | +$308K | 0.7% | 33 |
|
|
2024
Q3 | $12M | Sell |
68,663
-3,549
| -5% | -$620K | 0.73% | 28 |
|
|
2024
Q2 | $11.6M | Sell |
72,212
-130
| -0.2% | -$20.9K | 0.76% | 27 |
|
|
2024
Q1 | $11.8M | Sell |
72,342
-3,896
| -5% | -$635K | 0.8% | 24 |
|
|
2023
Q4 | $11.4M | Sell |
76,238
-14,843
| -16% | -$2.22M | 0.84% | 23 |
|
|
2023
Q3 | $12.6M | Buy |
91,081
+1,596
| +2% | +$220K | 1.02% | 18 |
|
|
2023
Q2 | $12.7M | Sell |
89,485
-2,522
| -3% | -$358K | 1.02% | 19 |
|
|
2023
Q1 | $12.7M | Buy |
92,007
+6,371
| +7% | +$880K | 1.08% | 18 |
|
|
2022
Q4 | $12M | Buy |
85,636
+10,705
| +14% | +$1.5M | 1.11% | 18 |
|
|
2022
Q3 | $9.25M | Buy |
74,931
+2,031
| +3% | +$251K | 0.96% | 26 |
|
|
2022
Q2 | $9.61M | Sell |
72,900
-3,485
| -5% | -$460K | 0.86% | 27 |
|
|
2022
Q1 | $11.3M | Sell |
76,385
-83,848
| -52% | -$12.4M | 0.91% | 27 |
|
|
2021
Q4 | $23.6M | Buy |
160,233
+9,232
| +6% | +$1.36M | 1.93% | 9 |
|
|
2021
Q3 | $20.4M | Buy |
151,001
+780
| +0.5% | +$106K | 2.1% | 9 |
|
|
2021
Q2 | $20.6M | Sell |
150,221
-17,349
| -10% | -$2.38M | 2.08% | 10 |
|
|
2021
Q1 | $22M | Sell |
167,570
-7,335
| -4% | -$964K | 2.32% | 8 |
|
|
2020
Q4 | $20.8M | Buy |
174,905
+16,753
| +11% | +$1.99M | 2.33% | 9 |
|
|
2020
Q3 | $16.5M | Buy |
158,152
+31,220
| +25% | +$3.26M | 2.33% | 9 |
|
|
2020
Q2 | $12.6M | Buy |
126,932
+19,090
| +18% | +$1.9M | 1.93% | 11 |
|
|
2020
Q1 | $9.6M | Buy |
107,842
+12,994
| +14% | +$1.16M | 1.81% | 12 |
|
|
2019
Q4 | $11.4M | Buy |
+94,848
| New | +$11.4M | 2.03% | 13 |
|