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Bison Wealth’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

Bison Wealth’s Portfolio VSMV Stock Details VSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-325
Closed -$12K – 483
2021
Q3 		$12K Hold
325
– – 0.01% 411
2021
Q2 		$12K Hold
325
– – 0.01% 400
2021
Q1 		$12K Hold
325
– – 0.01% 407
2020
Q4 		$11K Hold
325
– – 0.01% 362
2020
Q3 		$10K Hold
325
– – 0.01% 319
2020
Q2 		$10K Hold
325
– – 0.01% 314
2020
Q1 		$9K Buy
+325
New +$10.2K 0.01% 297

Other funds holding VSMV

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TWP
Tower Wealth Partners Lewisburg, Pennsylvania $181M AUM 17.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Bison Wealth's VSMV Position: Q4 2021 in Review

Bison Wealth sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q4 2021, closing a stake of 325 shares — an estimated $12K sold.

Bison Wealth first reported a position in VSMV in Q1 2020 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 20 funds tracked by Wall St. Rank hold VSMV as of Q4 2021.

  • Bison Wealth reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 325 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q4 2021, an estimated $12K.
  • Bison Wealth first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q1 2020 and held it in 7 quarters.
  • Bison Wealth's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $12K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.