VWA
Visionary Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,722
+120
| +7% | +$26.1K | 0.02% | 416 |
|
|
2025
Q1 | $316K | Hold |
1,602
| – | – | 0.02% | 428 |
|
|
2024
Q4 | $359K | Sell |
1,602
-378
| -19% | -$84.8K | 0.02% | 408 |
|
|
2024
Q3 | $397K | Sell |
1,980
-344
| -15% | -$68.9K | 0.02% | 383 |
|
|
2024
Q2 | $424K | Sell |
2,324
-11
| -0.5% | -$2.01K | 0.03% | 354 |
|
|
2024
Q1 | $429K | Sell |
2,335
-669
| -22% | -$123K | 0.03% | 350 |
|
|
2023
Q4 | $537K | Sell |
3,004
-1,786
| -37% | -$319K | 0.04% | 303 |
|
|
2023
Q3 | $771K | Sell |
4,790
-99
| -2% | -$15.9K | 0.06% | 238 |
|
|
2023
Q2 | $830K | Buy |
4,889
+387
| +9% | +$65.7K | 0.07% | 229 |
|
|
2023
Q1 | $673K | Buy |
4,502
+1,893
| +73% | +$283K | 0.06% | 245 |
|
|
2022
Q4 | $337K | Buy |
2,609
+85
| +3% | +$11K | 0.03% | 300 |
|
|
2022
Q3 | $360K | Sell |
2,524
-201
| -7% | -$28.7K | 0.04% | 268 |
|
|
2022
Q2 | $375K | Sell |
2,725
-140
| -5% | -$19.3K | 0.03% | 285 |
|
|
2022
Q1 | $530K | Sell |
2,865
-4,298
| -60% | -$795K | 0.04% | 245 |
|
|
2021
Q4 | $1.46M | Buy |
+7,163
| New | +$1.46M | 0.12% | 138 |
|
|
2021
Q1 | – | Sell |
-1,907
| Closed | -$307K | – | 336 |
|
|
2020
Q4 | $307K | Sell |
1,907
-2
| -0.1% | -$322 | 0.03% | 229 |
|
|
2020
Q3 | $281K | Sell |
1,909
-153
| -7% | -$22.5K | 0.04% | 200 |
|
|
2020
Q2 | $263K | Buy |
+2,062
| New | +$263K | 0.04% | 188 |
|