VAG
VisionPoint Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
+1,318
| New | +$359K | 0.08% | 238 |
|
|
2025
Q1 | – | Sell |
-264
| Closed | -$87.3K | – | 227 |
|
|
2024
Q4 | $87.3K | Buy |
+264
| New | +$87.3K | 0.03% | 242 |
|
|
2024
Q3 | – | Sell |
-1,633
| Closed | -$420K | – | 350 |
|
|
2024
Q2 | $420K | Sell |
1,633
-47
| -3% | -$12.1K | 0.15% | 116 |
|
|
2024
Q1 | $506K | Buy |
1,680
+80
| +5% | +$24.1K | 0.18% | 116 |
|
|
2023
Q4 | $421K | Sell |
1,600
-111
| -6% | -$29.2K | 0.16% | 109 |
|
|
2023
Q3 | $347K | Buy |
1,711
+67
| +4% | +$13.6K | 0.15% | 112 |
|
|
2023
Q2 | $347K | Sell |
1,644
-309
| -16% | -$65.3K | 0.14% | 108 |
|
|
2023
Q1 | $376K | Sell |
1,953
-201
| -9% | -$38.7K | 0.17% | 99 |
|
|
2022
Q4 | $369K | Sell |
2,154
-516
| -19% | -$88.3K | 0.15% | 90 |
|
|
2022
Q3 | $384K | Sell |
2,670
-38
| -1% | -$5.47K | 0.18% | 59 |
|
|
2022
Q2 | $506K | Buy |
2,708
+795
| +42% | +$149K | 0.2% | 58 |
|
|
2022
Q1 | $307K | Sell |
1,913
-14,044
| -88% | -$2.25M | 0.14% | 68 |
|
|
2021
Q4 | $3.5M | Sell |
15,957
-9,260
| -37% | -$2.03M | 1.53% | 24 |
|
|
2021
Q3 | $7.75M | Buy |
25,217
+2,616
| +12% | +$804K | 3.46% | 10 |
|
|
2021
Q2 | $5.52M | Buy |
22,601
+7,141
| +46% | +$1.74M | 2.46% | 11 |
|
|
2021
Q1 | $3.28M | Buy |
15,460
+8,669
| +128% | +$1.84M | 1.57% | 16 |
|
|
2020
Q4 | $1.51M | Buy |
6,791
+5,229
| +335% | +$1.16M | 0.76% | 35 |
|
|
2020
Q3 | $393K | Buy |
+1,562
| New | +$393K | 0.17% | 71 |
|