VAG
VisionPoint Advisory Group’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-303
| Closed | -$45.9K | – | 584 |
|
|
2024
Q2 | $45.9K | Sell |
303
-20
| -6% | -$3.03K | 0.02% | 275 |
|
|
2024
Q1 | $47K | Sell |
323
-319
| -50% | -$46.4K | 0.02% | 276 |
|
|
2023
Q4 | $87.9K | Buy |
642
+1
| +0.2% | +$137 | 0.03% | 198 |
|
|
2023
Q3 | $81K | Sell |
641
-129
| -17% | -$16.3K | 0.03% | 214 |
|
|
2023
Q2 | $95.3K | Sell |
770
-3,453
| -82% | -$427K | 0.04% | 177 |
|
|
2023
Q1 | $480K | Sell |
4,223
-94
| -2% | -$10.7K | 0.21% | 82 |
|
|
2022
Q4 | $697K | Sell |
4,317
-169
| -4% | -$27.3K | 0.29% | 62 |
|
|
2022
Q3 | $791K | Sell |
4,486
-28,350
| -86% | -$5M | 0.38% | 35 |
|
|
2022
Q2 | $6.14M | Sell |
32,836
-9,178
| -22% | -$1.72M | 2.43% | 12 |
|
|
2022
Q1 | $6.96M | Sell |
42,014
-2,038
| -5% | -$338K | 3.22% | 9 |
|
|
2021
Q4 | $7.91M | Buy |
44,052
+4,778
| +12% | +$858K | 3.46% | 9 |
|
|
2021
Q3 | $6.09M | Buy |
39,274
+15,576
| +66% | +$2.42M | 2.72% | 12 |
|
|
2021
Q2 | $3.44M | Buy |
23,698
+14,490
| +157% | +$2.11M | 1.53% | 24 |
|
|
2021
Q1 | $1.4M | Buy |
+9,208
| New | +$1.4M | 0.67% | 49 |
|