Avantax Advisory Services’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
3,916
| – | – | ﹤0.01% | 1970 |
|
|
2025
Q1 | $268K | Hold |
3,916
| – | – | ﹤0.01% | 1915 |
|
|
2024
Q4 | $270K | Sell |
3,916
-100
| -2% | -$6.89K | ﹤0.01% | 1854 |
|
|
2024
Q3 | $280K | Buy |
4,016
+326
| +9% | +$22.8K | ﹤0.01% | 1809 |
|
|
2024
Q2 | $237K | Hold |
3,690
| – | – | ﹤0.01% | 1851 |
|
|
2024
Q1 | $243K | Sell |
3,690
-250
| -6% | -$16.5K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $239K | Hold |
3,940
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q3 | $232K | Sell |
3,940
-165
| -4% | -$9.72K | ﹤0.01% | 1340 |
|
|
2023
Q2 | $253K | Buy |
4,105
+2
| +0% | +$123 | ﹤0.01% | 1279 |
|
|
2023
Q1 | $256K | Buy |
+4,103
| New | +$256K | ﹤0.01% | 1243 |
|
|
2022
Q2 | – | Sell |
-2,785
| Closed | -$206K | – | 1316 |
|
|
2022
Q1 | $206K | Hold |
2,785
| – | – | ﹤0.01% | 1185 |
|
|
2021
Q4 | $216K | Buy |
+2,785
| New | +$216K | ﹤0.01% | 1141 |
|
|
2021
Q3 | – | Sell |
-2,900
| Closed | -$207K | – | 1189 |
|
|
2021
Q2 | $207K | Sell |
2,900
-120
| -4% | -$8.57K | ﹤0.01% | 1066 |
|
|
2021
Q1 | $202K | Buy |
+3,020
| New | +$202K | ﹤0.01% | 959 |
|
|
2019
Q2 | – | Sell |
-4,470
| Closed | -$209K | – | 518 |
|
|
2019
Q1 | $209K | Sell |
4,470
-1,181
| -21% | -$55.2K | 0.01% | 454 |
|
|
2018
Q4 | $249K | Buy |
+5,651
| New | +$249K | 0.04% | 332 |
|