Carson Wealth (CWM LLC)’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Buy |
796
+2
| +0.3% | +$143 | ﹤0.01% | 3166 |
|
|
2025
Q1 | $54K | Buy |
794
+3
| +0.4% | +$204 | ﹤0.01% | 2909 |
|
|
2024
Q4 | $55K | Buy |
791
+2
| +0.3% | +$139 | ﹤0.01% | 2725 |
|
|
2024
Q3 | $55K | Buy |
789
+2
| +0.3% | +$139 | ﹤0.01% | 2611 |
|
|
2024
Q2 | $51K | Buy |
787
+2
| +0.3% | +$130 | ﹤0.01% | 2460 |
|
|
2024
Q1 | $52K | Sell |
785
-344
| -30% | -$22.8K | ﹤0.01% | 2266 |
|
|
2023
Q4 | $69K | Sell |
1,129
-87
| -7% | -$5.32K | ﹤0.01% | 1979 |
|
|
2023
Q3 | $72K | Buy |
1,216
+6
| +0.5% | +$355 | ﹤0.01% | 1845 |
|
|
2023
Q2 | $75K | Buy |
1,210
+4
| +0.3% | +$248 | ﹤0.01% | 1717 |
|
|
2023
Q1 | $75K | Buy |
1,206
+3
| +0.2% | +$187 | ﹤0.01% | 1639 |
|
|
2022
Q4 | $77K | Buy |
1,203
+32
| +3% | +$2.05K | ﹤0.01% | 1499 |
|
|
2022
Q3 | $75K | Hold |
1,171
| – | – | ﹤0.01% | 1465 |
|
|
2022
Q2 | $75K | Hold |
1,171
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q1 | $87K | Buy |
1,171
+988
| +540% | +$73.4K | ﹤0.01% | 1376 |
|
|
2021
Q4 | $14K | Buy |
+183
| New | +$14K | ﹤0.01% | 2157 |
|
|
2021
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2021
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2020
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2020
Q3 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2020
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2020
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2019
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2019
Q3 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2019
Q2 | $8K | Hold |
108
| – | – | ﹤0.01% | 2168 |
|
|
2019
Q1 | $8K | Sell |
108
-292
| -73% | -$21.6K | ﹤0.01% | 2168 |
|
|
2018
Q4 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 1168 |
|