VWA
Visionary Wealth Advisors’s Zscaler ZS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Hold |
2,299
| – | – | 0.04% | 313 |
|
|
2025
Q1 | $456K | Buy |
2,299
+15
| +0.7% | +$2.98K | 0.03% | 360 |
|
|
2024
Q4 | $412K | Sell |
2,284
-27
| -1% | -$4.87K | 0.02% | 383 |
|
|
2024
Q3 | $395K | Buy |
2,311
+190
| +9% | +$32.5K | 0.02% | 384 |
|
|
2024
Q2 | $408K | Sell |
2,121
-100
| -5% | -$19.2K | 0.03% | 358 |
|
|
2024
Q1 | $428K | Buy |
2,221
+230
| +12% | +$44.3K | 0.03% | 351 |
|
|
2023
Q4 | $441K | Buy |
1,991
+14
| +0.7% | +$3.1K | 0.03% | 336 |
|
|
2023
Q3 | $308K | Sell |
1,977
-70
| -3% | -$10.9K | 0.02% | 364 |
|
|
2023
Q2 | $299K | Sell |
2,047
-240
| -10% | -$35.1K | 0.02% | 365 |
|
|
2023
Q1 | $267K | Buy |
2,287
+30
| +1% | +$3.51K | 0.02% | 372 |
|
|
2022
Q4 | $253K | Sell |
2,257
-100
| -4% | -$11.2K | 0.02% | 358 |
|
|
2022
Q3 | $387K | Sell |
2,357
-60
| -2% | -$9.85K | 0.04% | 256 |
|
|
2022
Q2 | $361K | Buy |
2,417
+30
| +1% | +$4.48K | 0.03% | 294 |
|
|
2022
Q1 | $576K | Buy |
2,387
+1,112
| +87% | +$268K | 0.05% | 233 |
|
|
2021
Q4 | $410K | Hold |
1,275
| – | – | 0.03% | 253 |
|
|
2021
Q3 | $334K | Sell |
1,275
-1,060
| -45% | -$278K | 0.03% | 236 |
|
|
2021
Q2 | $505K | Sell |
2,335
-45
| -2% | -$9.73K | 0.05% | 201 |
|
|
2021
Q1 | $409K | Buy |
2,380
+930
| +64% | +$160K | 0.04% | 215 |
|
|
2020
Q4 | $290K | Buy |
1,450
+25
| +2% | +$5K | 0.03% | 237 |
|
|
2020
Q3 | $200K | Buy |
+1,425
| New | +$200K | 0.03% | 245 |
|