Daymark Wealth Partners’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Sell
36,702
-6,314
-15% -$297K 0.07% 193
2025
Q1
$2.02M Buy
43,016
+3,020
+8% +$142K 0.09% 170
2024
Q4
$1.84M Buy
39,996
+842
+2% +$38.7K 0.08% 171
2024
Q3
$1.88M Buy
39,154
+3,135
+9% +$150K 0.08% 171
2024
Q2
$1.66M Buy
36,019
+1,951
+6% +$89.8K 0.08% 174
2024
Q1
$1.58M Buy
34,068
+13,283
+64% +$616K 0.09% 152
2023
Q4
$975K Buy
20,785
+13,985
+206% +$656K 0.06% 189
2023
Q3
$303K Buy
+6,800
New +$303K 0.02% 305