VWA
Visionary Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
1,649
-341
| -17% | -$50.3K | 0.01% | 508 |
|
|
2025
Q1 | $261K | Sell |
1,990
-368
| -16% | -$48.2K | 0.02% | 477 |
|
|
2024
Q4 | $311K | Sell |
2,358
-173
| -7% | -$22.8K | 0.02% | 434 |
|
|
2024
Q3 | $343K | Sell |
2,531
-448
| -15% | -$60.7K | 0.02% | 404 |
|
|
2024
Q2 | $363K | Sell |
2,979
-117
| -4% | -$14.3K | 0.02% | 385 |
|
|
2024
Q1 | $390K | Sell |
3,096
-4,404
| -59% | -$555K | 0.03% | 365 |
|
|
2023
Q4 | $855K | Sell |
7,500
-2,172
| -22% | -$248K | 0.06% | 245 |
|
|
2023
Q3 | $981K | Buy |
9,672
+1,194
| +14% | +$121K | 0.08% | 213 |
|
|
2023
Q2 | $910K | Buy |
8,478
+907
| +12% | +$97.3K | 0.07% | 219 |
|
|
2023
Q1 | $766K | Buy |
7,571
+3,913
| +107% | +$396K | 0.06% | 226 |
|
|
2022
Q4 | $359K | Sell |
3,658
-1,402
| -28% | -$138K | 0.03% | 288 |
|
|
2022
Q3 | $419K | Sell |
5,060
-3,379
| -40% | -$280K | 0.04% | 251 |
|
|
2022
Q2 | $737K | Sell |
8,439
-24,655
| -74% | -$2.15M | 0.07% | 198 |
|
|
2022
Q1 | $3.41M | Buy |
33,094
+13,421
| +68% | +$1.38M | 0.27% | 95 |
|
|
2021
Q4 | $2.08M | Buy |
19,673
+16,279
| +480% | +$1.72M | 0.17% | 118 |
|
|
2021
Q3 | $332K | Buy |
3,394
+348
| +11% | +$34K | 0.03% | 237 |
|
|
2021
Q2 | $312K | Buy |
3,046
+28
| +0.9% | +$2.87K | 0.03% | 262 |
|
|
2021
Q1 | $297K | Buy |
3,018
+249
| +9% | +$24.5K | 0.03% | 255 |
|
|
2020
Q4 | $245K | Buy |
+2,769
| New | +$245K | 0.03% | 264 |
|