VWA
Visionary Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
5,805
-231
| -4% | -$25.1K | 0.03% | 327 |
|
|
2025
Q1 | $582K | Buy |
6,036
+1,578
| +35% | +$152K | 0.03% | 320 |
|
|
2024
Q4 | $432K | Sell |
4,458
-12,864
| -74% | -$1.25M | 0.03% | 374 |
|
|
2024
Q3 | $1.57M | Sell |
17,322
-424
| -2% | -$38.3K | 0.1% | 200 |
|
|
2024
Q2 | $1.52M | Buy |
17,746
+1,421
| +9% | +$122K | 0.1% | 199 |
|
|
2024
Q1 | $1.33M | Buy |
16,325
+12,830
| +367% | +$1.05M | 0.09% | 211 |
|
|
2023
Q4 | $254K | Sell |
3,495
-1,621
| -32% | -$118K | 0.02% | 422 |
|
|
2023
Q3 | $335K | Buy |
5,116
+684
| +15% | +$44.9K | 0.03% | 351 |
|
|
2023
Q2 | $288K | Sell |
4,432
-1,082
| -20% | -$70.4K | 0.02% | 372 |
|
|
2023
Q1 | $320K | Buy |
5,514
+451
| +9% | +$26.1K | 0.03% | 344 |
|
|
2022
Q4 | $243K | Sell |
5,063
-83
| -2% | -$3.98K | 0.02% | 367 |
|
|
2022
Q3 | $246K | Sell |
5,146
-439
| -8% | -$21K | 0.03% | 333 |
|
|
2022
Q2 | $303K | Sell |
5,585
-236
| -4% | -$12.8K | 0.03% | 322 |
|
|
2022
Q1 | $400K | Sell |
5,821
-10,857
| -65% | -$746K | 0.03% | 286 |
|
|
2021
Q4 | $1.3M | Buy |
+16,678
| New | +$1.3M | 0.11% | 144 |
|
|
2020
Q4 | – | Sell |
-5,257
| Closed | -$312K | – | 305 |
|
|
2020
Q3 | $312K | Buy |
5,257
+562
| +12% | +$33.4K | 0.04% | 189 |
|
|
2020
Q2 | $254K | Buy |
+4,695
| New | +$254K | 0.04% | 192 |
|