Campbell Wealth Management quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Campbell Wealth Management opened 5 positions, added to 27, reduced 1, sold out of 4 and left 1 unchanged. The largest increase in value was BSV (+$28,229); the largest decrease was QQQ (-$79,023).
- VO: Country of operation —; Class MID CAP ETF; Shares 2024-09-30 788; Shares 2024-12-31 788.
Two Form 13F-HR filings compared (SEC CIK 1736648): 2024-09-30 (filed 2024-10-28) and 2024-12-31 (filed 2025-01-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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