Carson Wealth (CWM LLC)’s Victory Capital Holdings VCTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$48K Sell
754
-237
-24% -$15.1K ﹤0.01% 3320
2025
Q1
$57K Buy
991
+138
+16% +$7.94K ﹤0.01% 2875
2024
Q4
$56K Buy
853
+81
+10% +$5.32K ﹤0.01% 2718
2024
Q3
$43K Buy
772
+92
+14% +$5.12K ﹤0.01% 2808
2024
Q2
$32K Buy
680
+564
+486% +$26.5K ﹤0.01% 2793
2024
Q1
$5K Sell
116
-11
-9% -$474 ﹤0.01% 3705
2023
Q4
$4K Buy
127
+26
+26% +$819 ﹤0.01% 3640
2023
Q3
$3K Hold
101
﹤0.01% 3712
2023
Q2
$3K Hold
101
﹤0.01% 3705
2023
Q1
$3K Hold
101
﹤0.01% 3571
2022
Q4
$3K Hold
101
﹤0.01% 3461
2022
Q3
$2K Hold
101
﹤0.01% 3545
2022
Q2
$2K Hold
101
﹤0.01% 3418
2022
Q1
$3K Hold
101
﹤0.01% 3079
2021
Q4
$4K Buy
+101
New +$4K ﹤0.01% 2884
2021
Q2
$3K Hold
101
﹤0.01% 2547
2021
Q1
$3K Hold
101
﹤0.01% 2547
2020
Q4
$3K Hold
101
﹤0.01% 2547
2020
Q3
$3K Hold
101
﹤0.01% 2547
2020
Q2
$3K Hold
101
﹤0.01% 2547
2020
Q1
$3K Hold
101
﹤0.01% 2547
2019
Q4
$3K Hold
101
﹤0.01% 2547
2019
Q3
$3K Hold
101
﹤0.01% 2547
2019
Q2
$3K Hold
101
﹤0.01% 2547
2019
Q1
$3K Buy
+101
New +$3K ﹤0.01% 2547