Anderson Financial Strategies, LLC USVM Holdings History
Anderson Financial Strategies, LLC's VictoryShares US Small Mid Cap Value Momentum ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 86,785.00 shares of VictoryShares US Small Mid Cap Value Momentum ETF(USVM), totaling $6.83 Mil. This investment constitutes 4.18% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0.79% of the outstanding VictoryShares US Small Mid Cap Value Momentum ETF(USVM) stock.
The initial trade took place in 2025Q1. And since then Anderson Financial Strategies, LLC has made 1 purchases of USVM, at an average price of $83.32, for a total of 86,785.00 shares. Based on historical transaction data and USVM's current price of $84.68, Anderson Financial Strategies, LLC's estimated gain on his USVM holdings is $118,027.60, reflecting a 1.63% gain to date.
Anderson Financial Strategies, LLC USVM ($84.68) Holding Chart
Anderson Financial Strategies, LLC USVM ($84.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
