Carson Wealth (CWM LLC)’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88K | Hold |
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|
2025
Q2 | $85K | Hold |
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|
2025
Q1 | $81K | Hold |
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|
2024
Q4 | $82K | Buy |
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|
2024
Q3 | $50K | Hold |
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|
2024
Q2 | $46K | Sell |
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|
2024
Q1 | $52K | Sell |
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|
2023
Q4 | $53K | Sell |
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|
2023
Q3 | $96K | Hold |
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|
2023
Q2 | $101K | Hold |
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|
2023
Q1 | $97K | Sell |
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|
2022
Q4 | $147K | Hold |
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|
2022
Q3 | $132K | Sell |
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|
2022
Q2 | $158K | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $136K | Buy |
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|
2021
Q2 | $125K | Hold |
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|
2021
Q1 | $125K | Hold |
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|
2020
Q4 | $125K | Hold |
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|
2020
Q3 | $125K | Hold |
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|
2020
Q2 | $125K | Hold |
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|
2020
Q1 | $125K | Hold |
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|
2019
Q4 | $125K | Hold |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $125K | Hold |
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|
2019
Q1 | $125K | Sell |
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|
2018
Q4 | $171K | Buy |
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