BWA
Burt 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 | $403K | Buy |
7,924
+499
| +7% | +$25.4K | 0.09% | 79 |
|
|
2025
Q1 | $376K | Buy |
7,425
+210
| +3% | +$10.6K | 0.09% | 74 |
|
|
2024
Q4 | $362K | Buy |
7,215
+205
| +3% | +$10.3K | 0.09% | 81 |
|
|
2024
Q3 | $356K | Buy |
7,010
+350
| +5% | +$17.8K | 0.09% | 81 |
|
|
2024
Q2 | $332K | Buy |
6,660
+991
| +17% | +$49.4K | 0.09% | 79 |
|
|
2024
Q1 | $282K | Sell |
5,669
-51
| -0.9% | -$2.54K | 0.07% | 97 |
|
|
2023
Q4 | $284K | Sell |
5,720
-66,844
| -92% | -$3.31M | 0.08% | 89 |
|
|
2023
Q3 | $3.55M | Buy |
+72,564
| New | +$3.55M | 1.09% | 19 |
|