Patriot Financial Group Insurance Agency’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Hold |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $196K | Sell |
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|
2021
Q3 | $197K | Buy |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $30K | Sell |
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|
2020
Q1 | $6.14M | Sell |
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|
2019
Q4 | $8.54M | Sell |
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|
2019
Q3 | $8.36M | Sell |
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|
2019
Q2 | $11.4M | Sell |
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|
2019
Q1 | $11.1M | Sell |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $12.1M | Sell |
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|
2018
Q2 | $13.8M | Sell |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q4 | $13.7M | Buy |
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|
2017
Q3 | $12.1M | Buy |
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|
2017
Q2 | $10.7M | Buy |
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|
2017
Q1 | $9.27M | Buy |
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|
2016
Q4 | $7.84M | Buy |
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