Glassman Wealth Services’s Simplify Volt Cloud and Cybersecurity Disruption ETF VCLO Stock Holding History

Glassman Wealth Services’s Portfolio VCLO Stock Details VCLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$920	–	2029
2022 Q4	$920	Hold	200	–	–	﹤0.01%	1446
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	1605
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	1319
2022 Q1	$3K	Buy	+200	New	+$2.45K	﹤0.01%	1183

Other funds holding VCLO

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glassman Wealth Services's VCLO Position: Q1 2023 in Review

Glassman Wealth Services sold out of Simplify Volt Cloud and Cybersecurity Disruption ETF (VCLO) in Q1 2023, closing a stake of 200 shares — an estimated $920 sold.

Glassman Wealth Services first reported a position in VCLO in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 2 funds tracked by Wall St. Rank hold VCLO as of Q1 2023.

Glassman Wealth Services reported no remaining Simplify Volt Cloud and Cybersecurity Disruption ETF position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 200 Simplify Volt Cloud and Cybersecurity Disruption ETF shares in Q1 2023, an estimated $920.
Glassman Wealth Services first reported a position in Simplify Volt Cloud and Cybersecurity Disruption ETF in Q1 2022 and held it in 4 quarters.
Glassman Wealth Services's Simplify Volt Cloud and Cybersecurity Disruption ETF position peaked at $3K in Q1 2022.
2 funds tracked by Wall St. Rank held Simplify Volt Cloud and Cybersecurity Disruption ETF as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.