A detailed history of Visionary Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Visionary Wealth Advisors holds 18,199 shares of XLV stock, worth $2.79 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,199
Previous 16,894 7.72%
Holding current value
$2.79 Million
Previous $2.5 Million 6.29%
% of portfolio
0.18%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$138.43 - $147.09 $180,651 - $191,952
1,305 Added 7.72%
18,199 $2.65 Million
Q1 2024

May 15, 2024

BUY
$138.48 - $147.86 $1.56 Million - $1.66 Million
11,253 Added 199.49%
16,894 $2.5 Million
Q4 2023

Feb 14, 2024

SELL
$123.14 - $136.38 $227,193 - $251,621
-1,845 Reduced 24.65%
5,641 $769,000
Q3 2023

Nov 13, 2023

SELL
$128.74 - $136.24 $53,040 - $56,130
-412 Reduced 5.22%
7,486 $963,000
Q2 2023

Aug 11, 2023

SELL
$126.74 - $135.66 $1.13 Million - $1.21 Million
-8,932 Reduced 53.07%
7,898 $1.05 Million
Q1 2023

May 15, 2023

BUY
$124.15 - $135.82 $753,838 - $824,699
6,072 Added 56.44%
16,830 $2.18 Million
Q4 2022

Feb 13, 2023

SELL
$121.85 - $140.1 $45,571 - $52,397
-374 Reduced 3.36%
10,758 $1.46 Million
Q3 2022

Nov 14, 2022

SELL
$121.11 - $134.29 $3.41 Million - $3.78 Million
-28,126 Reduced 71.64%
11,132 $1.35 Million
Q2 2022

Aug 12, 2022

BUY
$119.89 - $142.83 $3.27 Million - $3.89 Million
27,260 Added 227.2%
39,258 $5.03 Million
Q1 2022

May 12, 2022

SELL
$126.55 - $139.44 $593,013 - $653,415
-4,686 Reduced 28.09%
11,998 $1.64 Million
Q4 2021

Feb 14, 2022

BUY
$125.34 - $141.49 $2.09 Million - $2.36 Million
16,684 New
16,684 $2.35 Million
Q1 2020

May 15, 2020

SELL
$74.62 - $104.73 $222,292 - $311,990
-2,979 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$87.95 - $103.11 $262,003 - $307,164
2,979 New
2,979 $303,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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