Insight Wealth Partners’s Vident US Equity Strategy ETF VUSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,069
| Closed | -$796K | – | 83 |
|
|
2021
Q4 | $796K | Sell |
17,069
-3,747
| -18% | -$175K | 0.15% | 31 |
|
|
2021
Q3 | $899K | Sell |
20,816
-26,933
| -56% | -$1.16M | 0.48% | 27 |
|
|
2021
Q2 | $2.11M | Sell |
47,749
-16,108
| -25% | -$711K | 1.12% | 17 |
|
|
2021
Q1 | $2.67M | Sell |
63,857
-110
| -0.2% | -$4.6K | 1.31% | 16 |
|
|
2020
Q4 | $2.23M | Buy |
63,967
+1,154
| +2% | +$40.2K | 1.36% | 15 |
|
|
2020
Q3 | $1.81M | Sell |
62,813
-1,801
| -3% | -$51.9K | 1.73% | 15 |
|
|
2020
Q2 | $1.77M | Buy |
64,614
+10,695
| +20% | +$294K | 1.82% | 11 |
|
|
2020
Q1 | $1.21M | Buy |
53,919
+502
| +0.9% | +$11.3K | 1.58% | 12 |
|
|
2019
Q4 | $1.77M | Buy |
+53,417
| New | +$1.77M | 1.76% | 10 |
|