Steward Partners Investment Advisory’s VectorShares Min Vol ETF VSPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-608
Closed -$6K 3505
2022
Q3
$6K Sell
608
-764
-56% -$7.26K ﹤0.01% 2735
2022
Q2
$13K Hold
1,372
﹤0.01% 2433
2022
Q1
$14K Buy
+1,372
New +$13.6K ﹤0.01% 2542

Steward Partners Investment Advisory's VSPY Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of VectorShares Min Vol ETF (VSPY) in Q4 2022, closing a stake of 608 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in VSPY in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 0 funds tracked by Wall St. Rank hold VSPY as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining VectorShares Min Vol ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 608 VectorShares Min Vol ETF shares in Q4 2022, an estimated $6K.
  • Steward Partners Investment Advisory first reported a position in VectorShares Min Vol ETF in Q1 2022 and held it in 3 quarters.
  • Steward Partners Investment Advisory's VectorShares Min Vol ETF position peaked at $14K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held VectorShares Min Vol ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.