VAG
VisionPoint Advisory Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+4,540
| New | +$205K | 0.04% | 345 |
|
|
2024
Q3 | – | Sell |
-608
| Closed | -$24.1K | – | 758 |
|
|
2024
Q2 | $24.1K | Hold |
608
| – | – | 0.01% | 364 |
|
|
2024
Q1 | $27.2K | Hold |
608
| – | – | 0.01% | 349 |
|
|
2023
Q4 | $26.3K | Sell |
608
-23
| -4% | -$995 | 0.01% | 326 |
|
|
2023
Q3 | $20.9K | Sell |
631
-62
| -9% | -$2.05K | 0.01% | 373 |
|
|
2023
Q2 | $22.9K | Buy |
+693
| New | +$22.9K | 0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-4,269
| Closed | -$253K | – | 149 |
|
|
2019
Q4 | $253K | Sell |
4,269
-2,472
| -37% | -$147K | 0.11% | 102 |
|
|
2019
Q3 | $365K | Sell |
6,741
-7
| -0.1% | -$379 | 0.1% | 83 |
|
|
2019
Q2 | $354K | Sell |
6,748
-686
| -9% | -$36K | 0.1% | 83 |
|
|
2019
Q1 | $358K | Sell |
7,434
-261
| -3% | -$12.6K | 0.1% | 85 |
|
|
2018
Q4 | $352K | Buy |
+7,695
| New | +$352K | 0.11% | 74 |
|