WIM

WealthPlan Investment Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-90,940	Closed	-$5.17M	–	464
2022 Q4	$5.17M	Buy	90,940 +6,737	+8%	+$383K	0.36%	72
2022 Q3	$4.48M	Buy	+84,203	New	+$4.48M	0.33%	75
2022 Q1	$3.45M	Buy	+62,939	New	+$3.45M	0.24%	90