Visionary Wealth Advisors Schwab Strategic U.S. Reit ETF Transaction History

Visionary Wealth Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	N/A	-198 Reduced 1.19%	16,393 $306,000
Q2 2022 Aug 12, 2022	SELL	N/A	-2,404 Reduced 12.66%	16,591 $350,000
Q1 2022 May 12, 2022	SELL	N/A	-17,164 Reduced 47.47%	18,995 $473,000
Q4 2021 Feb 14, 2022	BUY	N/A	26,932 Added 291.88%	36,159 $1.91 Million
Q3 2021 Nov 12, 2021	BUY	N/A	981 Added 11.9%	9,227 $421,000

Q2 2021 Aug 13, 2021	BUY	N/A	3,305 Added 66.89%	8,246 $378,000
Q1 2021 May 18, 2021	BUY	N/A	4,941 New	4,941 $203,000
Q2 2020 Aug 14, 2020	SELL	N/A	-86,344 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	86,344 New	86,344 $2.83 Million

504

248M

36K

1.6K

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