EverSource Wealth Advisors’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75 | Hold |
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|
2025
Q1 | $72 | Hold |
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|
2024
Q4 | $91 | Hold |
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|
2024
Q3 | $92 | Hold |
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|
2024
Q2 | $88 | Sell |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $809K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $858K | Buy |
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