VIM
Vista Investment Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Buy |
36,305
+78
| +0.2% | +$12.7K | 2.2% | 10 |
|
|
2025
Q1 | $5.68M | Buy |
36,227
+8
| +0% | +$1.25K | 2.22% | 8 |
|
|
2024
Q4 | $5.61M | Buy |
36,219
+117
| +0.3% | +$18.1K | 2.13% | 9 |
|
|
2024
Q3 | $5.69M | Buy |
36,102
+360
| +1% | +$56.7K | 2.14% | 8 |
|
|
2024
Q2 | $5.27M | Buy |
35,742
+761
| +2% | +$112K | 2.13% | 8 |
|
|
2024
Q1 | $5.09M | Sell |
34,981
-539
| -2% | -$78.5K | 2.07% | 9 |
|
|
2023
Q4 | $4.69M | Buy |
35,520
+413
| +1% | +$54.6K | 2.18% | 6 |
|
|
2023
Q3 | $4.24M | Sell |
35,107
-129
| -0.4% | -$15.6K | 2.22% | 6 |
|
|
2023
Q2 | $4.33M | Sell |
35,236
-239
| -0.7% | -$29.4K | 2.19% | 5 |
|
|
2023
Q1 | $4.11M | Buy |
35,475
+70
| +0.2% | +$8.12K | 2.17% | 6 |
|
|
2022
Q4 | $3.91M | Buy |
35,405
+1,018
| +3% | +$112K | 2.23% | 6 |
|
|
2022
Q3 | $3.49M | Buy |
34,387
+11
| +0% | +$1.12K | 2.15% | 7 |
|
|
2022
Q2 | $3.71M | Buy |
34,376
+719
| +2% | +$77.7K | 2.24% | 7 |
|
|
2022
Q1 | $4.19M | Buy |
33,657
+158
| +0.5% | +$19.7K | 2.3% | 6 |
|
|
2021
Q4 | $4.38M | Buy |
33,499
+466
| +1% | +$60.9K | 2.37% | 7 |
|
|
2021
Q3 | $3.94M | Buy |
33,033
+490
| +2% | +$58.5K | 2.31% | 8 |
|
|
2021
Q2 | $3.89M | Buy |
32,543
+539
| +2% | +$64.4K | 2.29% | 6 |
|
|
2021
Q1 | $3.56M | Buy |
32,004
+1,150
| +4% | +$128K | 2.21% | 6 |
|
|
2020
Q4 | $3.22M | Buy |
30,854
+2,643
| +9% | +$276K | 2.16% | 10 |
|
|
2020
Q3 | $2.67M | Buy |
28,211
+1,304
| +5% | +$123K | 2.04% | 10 |
|
|
2020
Q2 | $2.38M | Buy |
26,907
+1,880
| +8% | +$166K | 2.04% | 8 |
|
|
2020
Q1 | $1.91M | Buy |
25,027
+5,572
| +29% | +$426K | 1.95% | 10 |
|
|
2019
Q4 | $1.84M | Buy |
19,455
+3,646
| +23% | +$345K | 1.38% | 23 |
|
|
2019
Q3 | $1.4M | Buy |
+15,809
| New | +$1.4M | 1.16% | 27 |
|