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GVAG
Great Valley Advisor Group’s
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
Stock Holding History
Great Valley Advisor Group’s Portfolio
CDL Stock Details
CDL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-3,217
Closed
-$210K
–
879
2024
Q4
$210K
Sell
3,217
-864
-21%
-$58.5K
﹤0.01%
806
2024
Q3
$276K
Sell
4,081
-17,371
-81%
-$1.12M
0.01%
707
2024
Q2
$1.31M
Buy
21,452
+2,699
+14%
+$165K
0.04%
340
2024
Q1
$1.17M
Buy
18,753
+11,731
+167%
+$692K
0.04%
349
2023
Q4
$411K
Buy
+7,022
New
+$387K
0.01%
502
2021
Q1
–
Sell
-6,428
Closed
-$303K
–
505
2020
Q4
$303K
Sell
6,428
-4,837
-43%
-$215K
0.03%
370
2020
Q3
$456K
Sell
11,265
-14,702
-57%
-$600K
0.06%
267
2020
Q2
$1.03M
Sell
25,967
-51,475
-66%
-$1.98M
0.17%
147
2020
Q1
$2.73M
Buy
77,442
+17,096
+28%
+$773K
0.72%
35
2019
Q4
$3.05M
Buy
60,346
+10,879
+22%
+$533K
0.68%
37
2019
Q3
$2.38M
Buy
49,467
+7,632
+18%
+$359K
0.57%
50
2019
Q2
$1.96M
Buy
41,835
+12,523
+43%
+$581K
0.49%
65
2019
Q1
$1.35M
Buy
+29,312
New
+$1.31M
0.43%
66
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$94.2B AUM
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$377B AUM
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$7.85B AUM
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1-Year Est. Return
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$432B AUM
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1-Year Est. Return
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$109B AUM
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MAS
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$189M AUM
15.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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