Elk River Wealth Management’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 | $7.11M | Sell |
325,319
-6,160
| -2% | -$135K | 1.22% | 25 |
|
|
2025
Q1 | $7.23M | Buy |
331,479
+8,677
| +3% | +$189K | 1.35% | 22 |
|
|
2024
Q4 | $6.9M | Buy |
322,802
+19,533
| +6% | +$417K | 1.25% | 26 |
|
|
2024
Q3 | $6.75M | Buy |
303,269
+19,749
| +7% | +$439K | 1.23% | 27 |
|
|
2024
Q2 | $6.07M | Buy |
283,520
+25,254
| +10% | +$540K | 1.19% | 28 |
|
|
2024
Q1 | $5.57M | Sell |
258,266
-61,692
| -19% | -$1.33M | 1.13% | 29 |
|
|
2023
Q4 | $6.95M | Buy |
+319,958
| New | +$6.95M | 1.33% | 25 |
|