Ishares shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Ishares
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All positions including Ishares held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $750k | 65k | 11.49 |
2024-03-31 | $772k | 76k | 10.16 |
2023-12-31 | $979k | 96k | 10.18 |
2023-09-30 | $925k | 108k | 8.57 |
2023-06-30 | $1.0M | 104k | 9.66 |
2023-03-31 | $1.2M | 104k | 11.46 |
2022-12-31 | $1.1M | 100k | 10.51 |
2022-09-30 | $866k | 97k | 8.93 |
2022-06-30 | $1.2M | 117k | 9.87 |
2022-03-31 | $1.3M | 90k | 14.22 |
2021-12-31 | $1.1M | 88k | 12.90 |
2021-09-30 | $1.1M | 92k | 12.33 |
2021-06-30 | $1.3M | 84k | 15.36 |
2021-03-31 | $778k | 53k | 14.75 |