Atria Wealth Solutions’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
2,960
| – | – | 0.01% | 1233 |
|
|
2025
Q1 | $250K | Sell |
2,960
-452
| -13% | -$38.2K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $290K | Buy |
3,412
+136
| +4% | +$11.5K | ﹤0.01% | 1549 |
|
|
2024
Q3 | $282K | Hold |
3,276
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q2 | $260K | Hold |
3,276
| – | – | ﹤0.01% | 1579 |
|
|
2024
Q1 | $267K | Hold |
3,276
| – | – | ﹤0.01% | 1627 |
|
|
2023
Q4 | $244K | Hold |
3,276
| – | – | ﹤0.01% | 1634 |
|
|
2023
Q3 | $223K | Sell |
3,276
-918
| -22% | -$62.5K | ﹤0.01% | 1615 |
|
|
2023
Q2 | $298K | Hold |
4,194
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q1 | $288K | Hold |
4,194
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q4 | $284K | Buy |
+4,194
| New | +$284K | ﹤0.01% | 1389 |
|
|
2022
Q3 | – | Sell |
-4,200
| Closed | -$270K | – | 1750 |
|
|
2022
Q2 | $270K | Hold |
4,200
| – | – | 0.01% | 1243 |
|
|
2022
Q1 | $311K | Buy |
+4,200
| New | +$311K | 0.01% | 1299 |
|