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Valeo Financial Advisors’s AdvisorShares Vice ETF VICE Stock Holding History

Valeo Financial Advisors’s Portfolio VICE Stock Details VICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-410
Closed -$9K – 2143
2020
Q2 		$9K Hold
410
– – ﹤0.01% 1335
2020
Q1 		$8K Buy
410
+10
+3% +$231 ﹤0.01% 1180
2019
Q4 		$10K Hold
400
– – ﹤0.01% 1120
2019
Q3 		$9K Hold
400
– – ﹤0.01% 1068
2019
Q2 		$10K Hold
400
– – ﹤0.01% 1035
2019
Q1 		$10K Buy
+400
New +$9.59K ﹤0.01% 971

Other funds holding VICE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Valeo Financial Advisors's VICE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of AdvisorShares Vice ETF (VICE) in Q3 2020, closing a stake of 410 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in VICE in Q1 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2019. 13 funds tracked by Wall St. Rank hold VICE as of Q3 2020.

  • Valeo Financial Advisors reported no remaining AdvisorShares Vice ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 410 AdvisorShares Vice ETF shares in Q3 2020, an estimated $9K.
  • Valeo Financial Advisors first reported a position in AdvisorShares Vice ETF in Q1 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's AdvisorShares Vice ETF position peaked at $10K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held AdvisorShares Vice ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.