OneDigital Investment Advisors’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
3,315
-95
| -3% | -$7.97K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $269K | Sell |
3,410
-214
| -6% | -$16.9K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $305K | Buy |
3,624
+214
| +6% | +$18K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $290K | Hold |
3,410
| – | – | ﹤0.01% | 1172 |
|
|
2024
Q2 | $265K | Hold |
3,410
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q1 | $274K | Hold |
3,410
| – | – | ﹤0.01% | 940 |
|
|
2023
Q4 | $251K | Hold |
3,410
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $224K | Hold |
3,410
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $228K | Hold |
3,410
| – | – | 0.01% | 914 |
|
|
2023
Q1 | $217K | Hold |
3,410
| – | – | 0.01% | 887 |
|
|
2022
Q4 | $215K | Buy |
+3,410
| New | +$215K | 0.01% | 754 |
|
|
2022
Q3 | – | Sell |
-3,315
| Closed | -$200K | – | 801 |
|
|
2022
Q2 | $200K | Hold |
3,315
| – | – | 0.01% | 660 |
|
|
2022
Q1 | $233K | Hold |
3,315
| – | – | 0.01% | 658 |
|
|
2021
Q4 | $244K | Hold |
3,315
| – | – | 0.01% | 645 |
|
|
2021
Q3 | $233K | Hold |
3,315
| – | – | 0.01% | 636 |
|
|
2021
Q2 | $240K | Hold |
3,315
| – | – | 0.01% | 616 |
|
|
2021
Q1 | $226K | Buy |
+3,315
| New | +$226K | 0.01% | 575 |
|