AEPWM
Atlantic Edge Private Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
263,954
+9,392
| +4% | +$442K | 3.41% | 7 |
|
|
2025
Q1 | $11.9M | Buy |
254,562
+2,139
| +0.8% | +$100K | 3.65% | 5 |
|
|
2024
Q4 | $11.6M | Buy |
252,423
+5,859
| +2% | +$269K | 3.59% | 7 |
|
|
2024
Q3 | $11.8M | Buy |
246,564
+13,095
| +6% | +$628K | 3.6% | 6 |
|
|
2024
Q2 | $10.7M | Sell |
233,469
-411
| -0.2% | -$18.9K | 3.59% | 7 |
|
|
2024
Q1 | $10.8M | Buy |
+233,880
| New | +$10.8M | 3.73% | 7 |
|