EP Wealth Advisors’s Victory Capital Holdings VCTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
3,957
-236
-6% -$15K ﹤0.01% 1118
2025
Q1
$243K Buy
4,193
+273
+7% +$15.8K ﹤0.01% 1028
2024
Q4
$257K Buy
+3,920
New +$257K ﹤0.01% 939