BFS
Bard Financial Services’s Victory Capital Holdings VCTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Hold |
35,960
| – | – | 0.27% | 81 |
|
|
2025
Q1 | $2.08M | Hold |
35,960
| – | – | 0.25% | 84 |
|
|
2024
Q4 | $2.35M | Hold |
35,960
| – | – | 0.28% | 76 |
|
|
2024
Q3 | $1.99M | Sell |
35,960
-4,925
| -12% | -$273K | 0.24% | 86 |
|
|
2024
Q2 | $1.95M | Hold |
40,885
| – | – | 0.2% | 86 |
|
|
2024
Q1 | $1.73M | Hold |
40,885
| – | – | 0.18% | 98 |
|
|
2023
Q4 | $1.41M | Buy |
40,885
+18,525
| +83% | +$638K | 0.16% | 101 |
|
|
2023
Q3 | $745K | Hold |
22,360
| – | – | 0.09% | 125 |
|
|
2023
Q2 | $705K | Buy |
22,360
+10,215
| +84% | +$322K | 0.05% | 190 |
|
|
2023
Q1 | $355K | Buy |
+12,145
| New | +$355K | 0.03% | 241 |
|