Accel Wealth Management’s Volshares Large Cap ETF VSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,700
Closed -$96K 1112
2022
Q2
$96K Hold
2,700
0.06% 245
2022
Q1
$102K Hold
2,700
0.05% 253
2021
Q4
$114K Hold
2,700
0.06% 242
2021
Q3
$111K Hold
2,700
0.07% 206
2021
Q2
$116K Hold
2,700
0.08% 212
2021
Q1
$109K Sell
2,700
-200
-7% -$7.78K 0.09% 204
2020
Q4
$108K Buy
+2,900
New +$104K 0.1% 195

Accel Wealth Management's VSL Position: Q3 2022 in Review

Accel Wealth Management sold out of Volshares Large Cap ETF (VSL) in Q3 2022, closing a stake of 2,700 shares — an estimated $96K sold.

Accel Wealth Management first reported a position in VSL in Q4 2020 and held it in 7 quarters. The position peaked at $116K in Q2 2021. 0 funds tracked by Wall St. Rank hold VSL as of Q3 2022.

  • Accel Wealth Management reported no remaining Volshares Large Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Accel Wealth Management sold 2,700 Volshares Large Cap ETF shares in Q3 2022, an estimated $96K.
  • Accel Wealth Management first reported a position in Volshares Large Cap ETF in Q4 2020 and held it in 7 quarters.
  • Accel Wealth Management's Volshares Large Cap ETF position peaked at $116K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Volshares Large Cap ETF as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.