Carson Wealth (CWM LLC)’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 | $179K | Sell |
3,515
-751
| -18% | -$38.2K | ﹤0.01% | 2272 |
|
|
2025
Q1 | $216K | Sell |
4,266
-78
| -2% | -$3.95K | ﹤0.01% | 1873 |
|
|
2024
Q4 | $218K | Hold |
4,344
| – | – | ﹤0.01% | 1772 |
|
|
2024
Q3 | $221K | Hold |
4,344
| – | – | ﹤0.01% | 1707 |
|
|
2024
Q2 | $216K | Sell |
4,344
-5,869
| -57% | -$292K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $509K | Buy |
10,213
+10,053
| +6,283% | +$501K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 3313 |
|