VAG
VisionPoint Advisory Group’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,407
| Closed | -$1.2M | – | 137 |
|
|
2020
Q1 | $1.2M | Sell |
15,407
-68
| -0.4% | -$5.3K | 0.56% | 32 |
|
|
2019
Q4 | $1.53M | Sell |
15,475
-2,713
| -15% | -$268K | 0.63% | 35 |
|
|
2019
Q3 | $1.65M | Sell |
18,188
-375
| -2% | -$34K | 0.45% | 37 |
|
|
2019
Q2 | $1.69M | Sell |
18,563
-18,714
| -50% | -$1.7M | 0.49% | 36 |
|
|
2019
Q1 | $3.31M | Buy |
37,277
+273
| +0.7% | +$24.2K | 0.93% | 15 |
|
|
2018
Q4 | $2.92M | Buy |
+37,004
| New | +$2.92M | 0.95% | 16 |
|