Householder Group Estate & Retirement Specialist’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,944
| Closed | -$200K | – | 1184 |
|
2024
Q3 | $200K | Sell |
3,944
-427
| -10% | -$21.7K | 0.06% | 245 |
|
2024
Q2 | $217K | Sell |
4,371
-6,859
| -61% | -$341K | 0.06% | 238 |
|
2024
Q1 | $560K | Buy |
11,230
+4,480
| +66% | +$223K | 0.17% | 125 |
|
2023
Q4 | $334K | Buy |
6,750
+3,451
| +105% | +$171K | 0.11% | 171 |
|
2023
Q3 | $161K | Buy |
+3,299
| New | +$161K | 0.06% | 241 |
|
2023
Q1 | $305K | Buy |
+6,223
| New | +$305K | 0.12% | 163 |
|