Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF UBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
33,102
-9,513
| -22% | -$208K | ﹤0.01% | 1418 |
|
|
2025
Q1 | $929K | Sell |
42,615
-1,019
| -2% | -$22.2K | ﹤0.01% | 1169 |
|
|
2024
Q4 | $932K | Sell |
43,634
-692
| -2% | -$14.8K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $986K | Sell |
44,326
-900
| -2% | -$20K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $968K | Sell |
45,226
-66,078
| -59% | -$1.41M | ﹤0.01% | 910 |
|
|
2024
Q1 | $2.4M | Buy |
+111,304
| New | +$2.4M | 0.01% | 573 |
|