Ownership history in VICUS CAPITAL · 5 quarters on record
This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in VCTRYSRS US LRG CP HGH DIV VLTL WTD (CDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,448 | +376 | +4.7% | 0.04% | $582K | $68.45 |
| 2025 Q3 | ADDED | 8,072 | +1,151 | +16.6% | 0.04% | $562K | $68.40 |
| 2025 Q2 | ADDED | 6,921 | +1,372 | +24.7% | 0.04% | $461K | $64.91 |
| 2025 Q1 | ADDED | 5,549 | +1,746 | +45.9% | 0.04% | $380K | $66.17 |
As of 2025 Q4 — sorted by position size