Visionary Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.5M	Sell	93,834 -19,233	-17%	-$2.71M	0.55%	46
2025 Q4	$16.3M	Sell	113,067 -7,971	-7%	-$1.15M	0.73%	36
2025 Q3	$17.1M	Buy	121,038 +7,122	+6%	+$943K	0.8%	33
2025 Q2	$14.4M	Buy	113,916 +17,006	+18%	+$1.89M	0.74%	34
2025 Q1	$10M	Buy	96,910 +4,970	+5%	+$563K	0.6%	44
2024 Q4	$10.7M	Sell	91,940 -59,510	-39%	-$6.92M	0.63%	40
2024 Q3	$17.1M	Sell	151,450 -364	-0.2%	-$40K	1.04%	17
2024 Q2	$17.2M	Buy	151,814 +3,872	+3%	+$408K	1.12%	15
2024 Q1	$15.4M	Buy	147,942 +63,784	+76%	+$6.45M	1.04%	17
2023 Q4	$8.1M	Sell	84,158 -14,734	-15%	-$1.31M	0.6%	41
2023 Q3	$8.11M	Sell	98,892 -2,966	-3%	-$254K	0.66%	37
2023 Q2	$8.85M	Sell	101,858 -16,766	-14%	-$1.32M	0.71%	32
2023 Q1	$8.96M	Sell	118,624 -35,148	-23%	-$2.42M	0.76%	32
2022 Q4	$9.57M	Buy	153,772 +21,230	+16%	+$1.35M	0.88%	27
2022 Q3	$7.87M	Buy	132,542 +19,194	+17%	+$1.31M	0.82%	30
2022 Q2	$7.2M	Sell	113,348 -8,052	-7%	-$561K	0.65%	39
2022 Q1	$9.65M	Sell	121,400 -24,212	-17%	-$1.9M	0.78%	31
2021 Q4	$12.7M	Buy	145,612 +35,614	+32%	+$2.93M	1.04%	25
2021 Q3	$8.21M	Sell	109,998 -16,500	-13%	-$1.27M	0.85%	32
2021 Q2	$9.34M	Sell	126,498 -4,286	-3%	-$300K	0.94%	28
2021 Q1	$8.69M	Sell	130,784 -5,626	-4%	-$371K	0.91%	26
2020 Q4	$8.87M	Sell	136,410 -26,726	-16%	-$1.63M	0.99%	26
2020 Q3	$9.52M	Buy	163,136 +24,728	+18%	+$1.4M	1.34%	21
2020 Q2	$7.23M	Buy	138,408 +31,194	+29%	+$1.47M	1.1%	24
2020 Q1	$4.31M	Buy	107,214 +69,860	+187%	+$3.19M	0.81%	39
2019 Q4	$1.71M	Buy	+37,354	New	+$1.6M	0.31%	76