Visionary Wealth Advisors Closed Holding Positions

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
23,400
$57.75 - $68.61 $1.35M - $1.61M
HTEC
Robo Global Healthcare

ETFs
Q4 2020 Filed on Feb 16, 2021
14,432
$34.86 - $44.42 $503K - $641K
REG
Regency Centers Corp

Real Estate
Q4 2020 Filed on Feb 16, 2021
8,780
$34.05 - $49.08 $299K - $431K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2020 Filed on Feb 16, 2021
16,193
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
3,495
$56.65 - $64.55 $198K - $226K
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2020 Filed on Feb 16, 2021
25,244
$15.32 - $17.2 $387K - $434K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2020 Filed on Feb 16, 2021
4,218
$51.59 - $52.53 $218K - $222K
TFSL
Tfs Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
11,085
$13.42 - $15.84 $149K - $176K
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
4,961
$120.69 - $121.83 $599K - $604K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2020 Filed on Nov 16, 2020
14,956
$49.97 - $50.15 $747K - $750K
IXJ
Ishares Global Healthcare ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
4,988
$58.71 - $70.81 $293K - $353K
Assertio Therapeutics Inc
Q2 2020 Filed on Aug 14, 2020
10,885
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2020 Filed on Aug 14, 2020
46,039
$103.7 - $114.28 $4.77M - $5.26M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2020 Filed on Aug 14, 2020
12,535
$18.9 - $23.48 $237K - $294K
National Oilwell Varco Inc
Q2 2020 Filed on Aug 14, 2020
9,796
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 14, 2020
57,285
N/A
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2020 Filed on May 15, 2020
3,146
$72.2 - $96.11 $227K - $302K
United Technologies Corp
Q1 2020 Filed on May 15, 2020
2,015
N/A
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2020 Filed on May 15, 2020
2,833
$37.62 - $61.93 $107K - $175K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2020 Filed on May 15, 2020
5,577
$46.62 - $86.52 $260K - $483K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2020 Filed on May 15, 2020
18,798
$61.43 - $100.96 $1.15M - $1.9M
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on May 15, 2020
13,470
$20.56 - $33.46 $277K - $451K
DSKE
Daseke, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
13,075
$0.86 - $4.25 $11.2K - $55.6K
Blackstone Mtg Tr Inc
Q1 2020 Filed on May 15, 2020
45,000
N/A
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
50,430
$13.02 - $40.51 $657K - $2.04M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
Q1 2020 Filed on May 15, 2020
13,278
$19.33 - $29.61 $257K - $393K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2020 Filed on May 15, 2020
10,040
$4.75 - $10.5 $47.7K - $105K
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email