AWC
Adamsbrown Wealth Consultants’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,067
| Closed | -$1.76M | – | 86 |
|
|
2023
Q3 | $1.76M | Buy |
36,067
+4,190
| +13% | +$205K | 0.87% | 17 |
|
|
2023
Q2 | $1.56M | Buy |
31,877
+4,917
| +18% | +$240K | 0.82% | 22 |
|
|
2023
Q1 | $1.32M | Buy |
26,960
+11,835
| +78% | +$581K | 0.76% | 22 |
|
|
2022
Q4 | $736K | Sell |
15,125
-16,256
| -52% | -$791K | 0.45% | 35 |
|
|
2022
Q3 | $1.52M | Buy |
31,381
+19,318
| +160% | +$936K | 1.16% | 16 |
|
|
2022
Q2 | $591K | Buy |
+12,063
| New | +$591K | 0.47% | 37 |
|