Golden State Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
11,123
-313
| -3% | -$27.5K | 0.12% | 143 |
|
|
2025
Q1 | $966K | Sell |
11,436
-262
| -2% | -$22.1K | 0.14% | 130 |
|
|
2024
Q4 | $993K | Buy |
+11,698
| New | +$993K | 0.15% | 117 |
|
|
2022
Q1 | $936K | Sell |
12,637
-2,478
| -16% | -$184K | 0.18% | 111 |
|
|
2021
Q4 | $1.17M | Buy |
+15,115
| New | +$1.17M | 0.2% | 106 |
|
|
2021
Q1 | – | Sell |
-57,339
| Closed | -$3.57M | – | 206 |
|
|
2020
Q4 | $3.57M | Sell |
57,339
-6,410
| -10% | -$399K | 1.03% | 17 |
|
|
2020
Q3 | $3.46M | Sell |
63,749
-60,829
| -49% | -$3.3M | 1.16% | 18 |
|
|
2020
Q2 | $6.29M | Buy |
124,578
+121,199
| +3,587% | +$6.12M | 2.02% | 9 |
|
|
2020
Q1 | $143K | Buy |
+3,379
| New | +$143K | 0.06% | 196 |
|
|
2019
Q4 | – | Sell |
-174,909
| Closed | -$9.26M | – | 178 |
|
|
2019
Q3 | $9.26M | Sell |
174,909
-10,393
| -6% | -$550K | 3.05% | 3 |
|
|
2019
Q2 | $9.72M | Buy |
185,302
+16,833
| +10% | +$883K | 3.08% | 3 |
|
|
2019
Q1 | $8.46M | Buy |
+168,469
| New | +$8.46M | 2.82% | 4 |
|