LIBERTY WEALTH MANAGEMENT LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$278,000
portfolio value
LIBERTY WEALTH MANAGEMENT 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 | +21.50% | 184 shares | 38K | $267.26 | 1.04K |
| Q2 2022 | share | Decrease | -2.06% | -18 shares | -77K | $280.28 | 856 |
| Q1 2022 | share | Decrease | -53.81% | -1.01K shares | -435K | $362.54 | 874 |
| Q4 2021 | share | Increase | +32.22% | 461 shares | -64K | $400.35 | 1.89K |
| Q3 2021 | share | Increase | +8.25% | 109 shares | 507K | $357.96 | 1.43K |
| Q2 2021 | share | Decrease | -0.15% | -2 shares | -117K | $354.03 | 1.32K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $318.4 | 1.32K | |
| Q4 2020 | share | Decrease | -28.08% | -517 shares | -85K | $312.64 | 1.32K |
| Q3 2020 | share | Increase | +15.28% | 244 shares | 116K | $276.36 | 1.84K |
| Q2 2020 | share | Increase | +3.97% | 61 shares | 103K | $245.93 | 1.59K |
| Q1 2020 | share | Decrease | -36.89% | -898 shares | -226K | $188.79 | 1.53K |
| Q4 2019 | share | Increase | +0.12% | 3 shares | 59K | $210.36 | 2.43K |
| Q3 2019 | share | Increase | +8.92% | 199 shares | 42K | $186.41 | 2.43K |
| Q2 2019 | share | Increase | +2.76% | 60 shares | 27K | $184 | 2.23K |
| Q1 2019 | share | Increase | +46.56% | 690 shares | 162K | $176.63 | 2.17K |
| Q4 2018 | share | Increase | 0.00% | 1.48K shares | 228K | $151.38 | 1.48K |