Carroll Financial Associates’s Simplify Volt Cloud and Cybersecurity Disruption ETF VCLO Stock Holding History

Carroll Financial Associates’s Portfolio VCLO Stock Details VCLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-231	Closed	-$3K	–	2020
2021 Q3	$3K	Buy	+231	New	+$3.31K	﹤0.01%	1514

Other funds holding VCLO

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's VCLO Position: Q4 2021 in Review

Carroll Financial Associates sold out of Simplify Volt Cloud and Cybersecurity Disruption ETF (VCLO) in Q4 2021, closing a stake of 231 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in VCLO in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 6 funds tracked by Wall St. Rank hold VCLO as of Q4 2021.

Carroll Financial Associates reported no remaining Simplify Volt Cloud and Cybersecurity Disruption ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 231 Simplify Volt Cloud and Cybersecurity Disruption ETF shares in Q4 2021, an estimated $3K.
Carroll Financial Associates first reported a position in Simplify Volt Cloud and Cybersecurity Disruption ETF in Q3 2021 and held it in 1 quarter.
Carroll Financial Associates's Simplify Volt Cloud and Cybersecurity Disruption ETF position peaked at $3K in Q3 2021.
6 funds tracked by Wall St. Rank held Simplify Volt Cloud and Cybersecurity Disruption ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.