Northeast Planning Associates NH’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
5,782
-50
-0.9% -$3.33K 0.35% 34
2025
Q1
$399K Sell
5,832
-35,303
-86% -$2.42M 0.33% 33
2024
Q4
$2.69M Buy
+41,135
New +$2.69M 2.78% 9