IPA
Investment Planning Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
9,922
-4,230
| -30% | -$234K | 0.19% | 46 |
|
|
2025
Q1 | $812K | Buy |
14,152
+2,358
| +20% | +$135K | 0.33% | 37 |
|
|
2024
Q4 | $701K | Sell |
11,794
-5,493
| -32% | -$326K | 0.31% | 39 |
|
|
2024
Q3 | $924K | Hold |
17,287
| – | – | 0.47% | 31 |
|
|
2024
Q2 | $924K | Buy |
+17,287
| New | +$924K | 0.47% | 31 |
|