JEPPSON WEALTH MANAGEMENT, LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$631,000
portfolio value
JEPPSON 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 | +2.38% | 55 shares | -16K | $267.26 | 2.36K |
Q2 2022 | share | Increase | +0.17% | 4 shares | -188K | $280.28 | 2.30K |
Q1 2022 | share | Increase | +0.26% | 6 shares | -79K | $362.54 | 2.30K |
Q4 2021 | share | Increase | +0.13% | 3 shares | 93K | $400.35 | 2.29K |
Q3 2021 | share | Increase | +0.09% | 2 shares | 9K | $357.96 | 2.29K |
Q2 2021 | share | Increase | +0.09% | 2 shares | 81K | $354.03 | 2.29K |
Q1 2021 | share | 0.00% | 0 shares | 12K | $318.4 | 2.29K | |
Q4 2020 | share | Increase | +0.04% | 1 shares | 83K | $312.64 | 2.29K |
Q3 2020 | share | Increase | 0.00% | 2.29K shares | 636K | $276.36 | 2.29K |