TA
TruWealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
4,343
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $367K | Hold |
4,343
| – | – | 0.02% | 118 |
|
|
2024
Q4 | $369K | Hold |
4,343
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $374K | Hold |
4,343
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $345K | Hold |
4,343
| – | – | 0.02% | 121 |
|
|
2024
Q1 | $353K | Hold |
4,343
| – | – | 0.02% | 122 |
|
|
2023
Q4 | $324K | Hold |
4,343
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $296K | Hold |
4,343
| – | – | 0.03% | 114 |
|
|
2023
Q2 | $309K | Hold |
4,343
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $299K | Hold |
4,343
| – | – | 0.03% | 115 |
|
|
2022
Q4 | $294K | Hold |
4,343
| – | – | 0.03% | 112 |
|
|
2022
Q3 | $265K | Hold |
4,343
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $279K | Hold |
4,343
| – | – | 0.03% | 108 |
|
|
2022
Q1 | $322K | Hold |
4,343
| – | – | 0.03% | 89 |
|
|
2021
Q4 | $337K | Buy |
+4,343
| New | +$337K | 0.03% | 90 |
|