FORVIS WEALTH ADVISORS, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$2.32M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.42% | -401 shares | -225K | $267.26 | 8.67K |
| Q2 2022 | share | Increase | +19.52% | 1.48K shares | -209K | $280.28 | 9.07K |
| Q1 2022 | share | Increase | +161.03% | 4.68K shares | 1.59M | $362.54 | 7.59K |
| Q4 2021 | share | Increase | +61.76% | 1.11K shares | 514K | $400.35 | 2.91K |
| Q3 2021 | share | Increase | +24.50% | 354 shares | 132K | $357.96 | 1.79K |
| Q2 2021 | share | Decrease | -78.89% | -5.4K shares | -1.67M | $354.03 | 1.44K |
| Q1 2021 | share | Increase | +2.65% | 177 shares | 92K | $318.4 | 6.84K |
| Q4 2020 | share | Increase | +325.26% | 5.1K shares | 1.65M | $312.64 | 6.66K |
| Q3 2020 | share | Increase | +70.81% | 650 shares | 209K | $276.36 | 1.56K |
| Q2 2020 | share | Increase | 0.00% | 918 shares | 227K | $245.93 | 918 |
| Q1 2020 | share | Decrease | -100.00% | -1.13K shares | -241K | $188.79 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | 27K | $210.36 | 1.13K | |
| Q3 2019 | share | Decrease | -16.57% | -225 shares | -40K | $186.41 | 1.13K |
| Q2 2019 | share | Decrease | -15.55% | -250 shares | -35K | $184 | 1.35K |
| Q1 2019 | share | Decrease | -23.72% | -500 shares | -36K | $176.63 | 1.60K |
| Q4 2018 | share | 0.00% | 0 shares | -67K | $151.38 | 2.10K | |
| Q3 2018 | share | 0.00% | 0 shares | 30K | $181.79 | 2.10K | |
| Q2 2018 | share | Increase | 0.00% | 2.10K shares | 362K | $167.66 | 2.10K |