VWA
Visionary Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+2,364
| New | +$208K | 0.01% | 550 |
|
|
2024
Q4 | – | Sell |
-2,658
| Closed | -$256K | – | 566 |
|
|
2024
Q3 | $256K | Sell |
2,658
-139
| -5% | -$13.4K | 0.02% | 475 |
|
|
2024
Q2 | $247K | Buy |
2,797
+270
| +11% | +$23.8K | 0.02% | 448 |
|
|
2024
Q1 | $235K | Sell |
2,527
-2,489
| -50% | -$231K | 0.02% | 448 |
|
|
2023
Q4 | $429K | Sell |
5,016
-2,482
| -33% | -$212K | 0.03% | 339 |
|
|
2023
Q3 | $589K | Sell |
7,498
-46
| -0.6% | -$3.61K | 0.05% | 273 |
|
|
2023
Q2 | $625K | Buy |
7,544
+1,852
| +33% | +$153K | 0.05% | 261 |
|
|
2023
Q1 | $459K | Buy |
+5,692
| New | +$459K | 0.04% | 293 |
|
|
2022
Q2 | – | Sell |
-6,205
| Closed | -$547K | – | 480 |
|
|
2022
Q1 | $547K | Sell |
6,205
-3,073
| -33% | -$271K | 0.04% | 239 |
|
|
2021
Q4 | $841K | Buy |
9,278
+5,362
| +137% | +$486K | 0.07% | 177 |
|
|
2021
Q3 | $310K | Buy |
3,916
+260
| +7% | +$20.6K | 0.03% | 247 |
|
|
2021
Q2 | $301K | Buy |
3,656
+100
| +3% | +$8.23K | 0.03% | 267 |
|
|
2021
Q1 | $280K | Sell |
3,556
-118
| -3% | -$9.29K | 0.03% | 266 |
|
|
2020
Q4 | $266K | Buy |
+3,674
| New | +$266K | 0.03% | 249 |
|