Barnes Pettey Financial Advisors’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
Q1 | – | Sell |
-3,447
| Closed | -$238K | – | 101 |
|
|
2024
Q4 | $238K | Sell |
3,447
-1,260
| -27% | -$86.9K | 0.18% | 85 |
|
|
2024
Q3 | $329K | Hold |
4,707
| – | – | 0.26% | 68 |
|
|
2024
Q2 | $302K | Hold |
4,707
| – | – | 0.26% | 67 |
|
|
2024
Q1 | $310K | Hold |
4,707
| – | – | 0.27% | 63 |
|
|
2023
Q4 | $286K | Sell |
4,707
-2,124
| -31% | -$129K | 0.23% | 72 |
|
|
2023
Q3 | $402K | Sell |
6,831
-512
| -7% | -$30.2K | 0.37% | 57 |
|
|
2023
Q2 | $452K | Hold |
7,343
| – | – | 0.39% | 56 |
|
|
2023
Q1 | $458K | Hold |
7,343
| – | – | 0.44% | 54 |
|
|
2022
Q4 | $470K | Hold |
7,343
| – | – | 0.48% | 50 |
|
|
2022
Q3 | $471K | Hold |
7,343
| – | – | 0.64% | 43 |
|
|
2022
Q2 | $472K | Sell |
7,343
-922
| -11% | -$59.3K | 0.61% | 43 |
|
|
2022
Q1 | $612K | Sell |
8,265
-922
| -10% | -$68.3K | 0.74% | 37 |
|
|
2021
Q4 | $714K | Buy |
+9,187
| New | +$714K | 0.82% | 31 |
|