AWA
Amplius Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.2M | Buy |
672,758
+49,026
| +8% | +$2.49M | 3.18% | 10 |
|
2025
Q1 | $31.6M | Buy |
+623,732
| New | +$31.6M | 3.29% | 10 |
|
2024
Q2 | – | Sell |
-162,168
| Closed | -$8.08M | – | 182 |
|
2024
Q1 | $8.08M | Sell |
162,168
-92,570
| -36% | -$4.61M | 0.91% | 28 |
|
2023
Q4 | $12.6M | Sell |
254,738
-13,336
| -5% | -$661K | 1.53% | 20 |
|
2023
Q3 | $13.1M | Buy |
268,074
+65,438
| +32% | +$3.2M | 1.76% | 16 |
|
2023
Q2 | $9.9M | Sell |
202,636
-11,035
| -5% | -$539K | 1.33% | 20 |
|
2023
Q1 | $10.5M | Sell |
213,671
-26,163
| -11% | -$1.28M | 1.5% | 18 |
|
2022
Q4 | $11.7M | Buy |
+239,834
| New | +$11.7M | 1.86% | 13 |
|