Vision Point Advisory Group, LLC VALUED ADVISERS TR Transaction History

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025
Number of Shares
353,761
Previous 405,146 12.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
N/A
-51,385 Reduced 12.68%
353,761 $0
Q3 2025

Oct 07, 2025
BUY
N/A
171 Added 0.04%
405,146 $0
Q2 2025

Jul 09, 2025
SELL
N/A
-70,802 Reduced 14.88%
404,975 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-4,978 Reduced 1.04%
475,777 $0
Q4 2024

Feb 03, 2025
BUY
N/A
39,994 Added 9.07%
480,755 $0
Q3 2024

Oct 15, 2024
BUY
N/A
210,878 Added 91.73%
440,761 $0
Q2 2024

Aug 01, 2024
BUY
N/A
64,563 Added 39.05%
229,883 $0
Q1 2024

May 10, 2024
BUY
N/A
165,320 New
165,320 $0
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