Visionary Wealth Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
189,097
+23,460
| +14% | +$431K | 0.18% | 134 |
|
|
2025
Q1 | $3.01M | Buy |
165,637
+61,772
| +59% | +$1.12M | 0.18% | 135 |
|
|
2024
Q4 | $2.16M | Buy |
103,865
+15,752
| +18% | +$327K | 0.13% | 158 |
|
|
2024
Q3 | $1.93M | Buy |
88,113
+22,996
| +35% | +$505K | 0.12% | 182 |
|
|
2024
Q2 | $1.46M | Buy |
65,117
+26,276
| +68% | +$590K | 0.1% | 205 |
|
|
2024
Q1 | $880K | Buy |
38,841
+17,895
| +85% | +$406K | 0.06% | 245 |
|
|
2023
Q4 | $477K | Buy |
20,946
+10,046
| +92% | +$229K | 0.04% | 322 |
|
|
2023
Q3 | $245K | Buy |
+10,900
| New | +$245K | 0.02% | 399 |
|