Beacon Financial Advisory’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.89M Sell
46,335
-1,178
-2% -$98.8K 1.01% 16
2025
Q1
$3.74M Buy
47,513
+9,618
+25% +$757K 1.13% 14
2024
Q4
$3.19M Buy
37,895
+11,018
+41% +$928K 1.04% 16
2024
Q3
$2.29M Buy
26,877
+15,589
+138% +$1.33M 0.78% 20
2024
Q2
$877K Buy
+11,288
New +$877K 0.33% 89