Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $438K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $526K | Sell |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $714K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $977K | Buy |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $863K | Buy |
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|
2018
Q1 | $651K | Buy |
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