VISIONARY WEALTH ADVISORS – SPDR Portfolio S&P 500 Value ETF Transaction History
VISIONARY WEALTH ADVISORS portfolio value:
$1.73M
portfolio value
VISIONARY WEALTH ADVISORS quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.42% | 1.18K shares | -74K | $34.49 | 50.23K |
| Q2 2022 | share | Increase | +11.54% | 5.07K shares | -30K | $36.82 | 49.04K |
| Q1 2022 | share | Decrease | -18.72% | -10.12K shares | -436K | $41.75 | 43.97K |
| Q4 2021 | share | Increase | +1.35% | 721 shares | 190K | $42 | 54.09K |
| Q3 2021 | share | Decrease | -0.47% | -252 shares | -39K | $39 | 53.37K |
| Q2 2021 | share | Increase | +21.87% | 9.62K shares | 453K | $39.35 | 53.62K |
| Q1 2021 | share | Decrease | -17.24% | -9.16K shares | -161K | $37.53 | 44.00K |
| Q4 2020 | share | Increase | +14.54% | 6.75K shares | 427K | $33.84 | 53.17K |
| Q3 2020 | share | Increase | +64.32% | 18.17K shares | 583K | $29.54 | 46.42K |
| Q2 2020 | share | Increase | +17.55% | 4.21K shares | 198K | $28.17 | 28.25K |
| Q1 2020 | share | Increase | 0.00% | 24.03K shares | 621K | $24.94 | 24.03K |