EverSource Wealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Buy |
437
+1
| +0.2% | +$88 | ﹤0.01% | 1790 |
|
|
2025
Q1 | $36.8K | Sell |
436
-292
| -40% | -$24.6K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $61.8K | Sell |
728
-703
| -49% | -$59.7K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $123K | Buy |
1,431
+354
| +33% | +$30.5K | 0.01% | 723 |
|
|
2024
Q2 | $88.8K | Buy |
1,077
+216
| +25% | +$17.8K | 0.01% | 843 |
|
|
2024
Q1 | $66.8K | Sell |
861
-812
| -49% | -$63K | 0.01% | 863 |
|
|
2023
Q4 | $125K | Sell |
1,673
-2,718
| -62% | -$203K | 0.01% | 570 |
|
|
2023
Q3 | $299K | Buy |
4,391
+517
| +13% | +$35.2K | 0.03% | 306 |
|
|
2023
Q2 | $275K | Buy |
+3,874
| New | +$275K | 0.03% | 331 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$5.42K | – | 2406 |
|
|
2022
Q4 | $5.42K | Buy |
+80
| New | +$5.42K | ﹤0.01% | 1567 |
|