Carolinas Wealth Consulting’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Carolinas Wealth Consulting’s Portfolio USVM Stock Details USVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-471	Closed	-$31.4K	–	1123
2023 Q2	$31.4K	Hold	471	–	–	0.01%	412
2023 Q1	$30K	Hold	471	–	–	0.01%	432
2022 Q4	$29.7K	Hold	471	–	–	0.01%	428
2022 Q3	$27K	Hold	471	–	–	0.01%	406
2022 Q2	$28K	Hold	471	–	–	0.01%	410
2022 Q1	$33K	Hold	471	–	–	0.01%	413
2021 Q4	$35K	Buy	+471	New	+$34.4K	0.01%	415

Other funds holding USVM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Carolinas Wealth Consulting's USVM Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q3 2023, closing a stake of 471 shares — an estimated $31.4K sold.

Carolinas Wealth Consulting first reported a position in USVM in Q4 2021 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 16 funds tracked by Wall St. Rank hold USVM as of Q3 2023.

Carolinas Wealth Consulting reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 471 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q3 2023, an estimated $31.4K.
Carolinas Wealth Consulting first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2021 and held it in 7 quarters.
Carolinas Wealth Consulting's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $35K in Q4 2021.
16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.