VAG
MVO

VisionPoint Advisory Group’s MV Oil Trust MVO Stock Holding History

VisionPoint Advisory Group’s Portfolio MVO Stock Details MVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,500
Closed -$19K – 784
2023
Q2 		$19K Buy
+1,500
New +$18K 0.01% 287
2021
Q1 		– Sell
-18,250
Closed -$57K – 140
2020
Q4 		$57K Sell
18,250
-3,000
-14% -$8.26K 0.03% 137
2020
Q3 		$48K Hold
21,250
– – 0.02% 125
2020
Q2 		$72K Hold
21,250
– – 0.03% 105
2020
Q1 		$51K Hold
21,250
– – 0.02% 113
2019
Q4 		$133K Hold
21,250
– – 0.06% 121
2019
Q3 		$156K Buy
+21,250
New +$161K 0.04% 129

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Morgan Stanley
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RWA
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Carson Wealth (CWM LLC)
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Janney Montgomery Scott
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BlackRock
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RAG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return