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Summit Wealth Partners’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Summit Wealth Partners’s Portfolio USVM Stock Details USVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,719
Closed -$571K – 158
2020
Q3 		$571K Buy
11,719
+613
+6% +$29.9K 0.17% 82
2020
Q2 		$506K Buy
+11,106
New +$506K 0.16% 86