Visionary Wealth Advisors Vanguard Intl Eqty Ftse All Wo Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$99.44 - $115.1 $11,435 - $13,236	115 Added 4.68%	2,571 $295,000
Q3 2023 Nov 13, 2023	SELL	$105.51 - $115.93 $21,418 - $23,533	-203 Reduced 7.63%	2,456 $260,000
Q2 2023 Aug 11, 2023	SELL	$107.08 - $113.45 $268,235 - $284,192	-2,505 Reduced 48.51%	2,659 $293,000
Q1 2023 May 15, 2023	SELL	$103.34 - $113.48 $164,310 - $180,433	-1,590 Reduced 23.54%	5,164 $564,000
Q4 2022 Feb 13, 2023	SELL	$91.16 - $108.26 $360,264 - $427,843	-3,952 Reduced 36.91%	6,754 $694,000
Q3 2022 Nov 14, 2022	SELL	$92.19 - $111.85 $31,528 - $38,252	-342 Reduced 3.1%	10,706 $994,000
Q2 2022 Aug 12, 2022	SELL	$102.76 - $125.99 $294,715 - $361,339	-2,868 Reduced 20.61%	11,048 $1.14 Million
Q1 2022 May 12, 2022	SELL	$115.14 - $134.62 $4.57 Million - $5.35 Million	-39,731 Reduced 74.06%	13,916 $1.72 Million
Q4 2021 Feb 14, 2022	BUY	$127.84 - $140.12 $615,805 - $674,958	4,817 Added 9.86%	53,647 $7.19 Million
Q3 2021 Nov 12, 2021	BUY	$133.17 - $142.02 $10,387 - $11,077	78 Added 0.16%	48,830 $6.53 Million
Q2 2021 Aug 13, 2021	SELL	$130.46 - $139.84 $190,602 - $204,306	-1,461 Reduced 2.91%	48,752 $6.65 Million
Q1 2021 May 18, 2021	SELL	$121.06 - $131.2 $855,894 - $927,583	-7,070 Reduced 12.34%	50,213 $6.45 Million
Q4 2020 Feb 16, 2021	BUY	$102.39 - $122.88 $340,037 - $408,084	3,321 Added 6.15%	57,283 $6.98 Million
Q3 2020 Nov 16, 2020	SELL	$97.15 - $108.8 $196,923 - $220,537	-2,027 Reduced 3.62%	53,962 $5.68 Million
Q2 2020 Aug 14, 2020	BUY	$74.55 - $100.43 $338,680 - $456,253	4,543 Added 8.83%	55,989 $5.41 Million
Q1 2020 May 15, 2020	BUY	$67.64 - $112.37 $411,724 - $683,996	6,087 Added 13.42%	51,446 $4.03 Million
Q4 2019 Feb 14, 2020	BUY	$100.01 - $111.61 $4.54 Million - $5.06 Million	45,359 New	45,359 $5.04 Million

Others Institutions Holding VSS

# of Institutions

636

Shares Held

46.9M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$520 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$442 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.02M
Shares

$363 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$342 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$300 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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