VISIONARY WEALTH ADVISORS – iShares Core S&P 500 ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$39.49M
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.89% | -994 shares | -2.63M | $358.65 | 110.10K |
| Q2 2022 | share | Increase | +1.23% | 1.34K shares | -7.67M | $379.15 | 111.10K |
| Q1 2022 | share | Increase | +43.20% | 33.10K shares | 13.23M | $453.69 | 109.75K |
| Q4 2021 | share | Increase | +13.46% | 9.09K shares | 7.45M | $478.18 | 76.64K |
| Q3 2021 | share | Increase | +2.66% | 1.74K shares | 813K | $430.82 | 67.55K |
| Q2 2021 | share | Decrease | -3.52% | -2.40K shares | 1.15M | $428.29 | 65.80K |
| Q1 2021 | share | Decrease | -11.57% | -8.92K shares | -1.82M | $395.17 | 68.20K |
| Q4 2020 | share | Decrease | -12.29% | -10.81K shares | -600K | $371.65 | 77.13K |
| Q3 2020 | share | Increase | +6.55% | 5.40K shares | 3.99M | $331.25 | 87.94K |
| Q2 2020 | share | Increase | +21.31% | 14.49K shares | 7.98M | $303.84 | 82.53K |
| Q1 2020 | share | Increase | +7.09% | 4.50K shares | -2.95M | $252.48 | 68.03K |
| Q4 2019 | share | Increase | 0.00% | 63.53K shares | 20.53M | $313.89 | 63.53K |