SUMMIT FINANCIAL WEALTH ADVISORS, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$332,000
portfolio value
SUMMIT FINANCIAL 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 | Increase | +0.25% | 3 shares | -32K | $267.26 | 1.21K |
| Q2 2022 | share | Decrease | -11.08% | -151 shares | -130K | $280.28 | 1.21K |
| Q1 2022 | share | Decrease | -19.06% | -321 shares | -174K | $362.54 | 1.36K |
| Q4 2021 | share | Decrease | -3.11% | -54 shares | 46K | $400.35 | 1.68K |
| Q3 2021 | share | Decrease | -16.44% | -342 shares | -115K | $357.96 | 1.73K |
| Q2 2021 | share | Decrease | -17.95% | -455 shares | -58K | $354.03 | 2.08K |
| Q1 2021 | share | Decrease | -7.99% | -220 shares | 30K | $318.4 | 2.53K |
| Q4 2020 | share | Increase | +8.68% | 220 shares | 81K | $312.64 | 2.75K |
| Q3 2020 | share | Decrease | -17.56% | -540 shares | -115K | $276.36 | 2.53K |
| Q2 2020 | share | Decrease | -16.51% | -608 shares | 75K | $245.93 | 3.07K |
| Q1 2020 | share | Increase | +48.87% | 1.20K shares | 184K | $188.79 | 3.68K |
| Q4 2019 | share | Decrease | -5.90% | -155 shares | 38K | $210.36 | 2.47K |
| Q3 2019 | share | Increase | +13.96% | 322 shares | 71K | $186.41 | 2.62K |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $184 | 2.30K | |
| Q1 2019 | share | Decrease | -1.49% | -35 shares | 63K | $176.63 | 2.30K |
| Q4 2018 | share | Increase | +27.63% | 507 shares | 45K | $151.38 | 2.34K |
| Q3 2018 | share | Increase | 0.00% | 1.83K shares | 316K | $181.79 | 1.83K |