MGWM
Marks Group Wealth Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
9,379
-1,297
| -12% | -$61.1K | 0.04% | 235 |
|
|
2025
Q1 | $501K | Hold |
10,676
| – | – | 0.05% | 240 |
|
|
2024
Q4 | $491K | Buy |
10,676
+1,583
| +17% | +$72.8K | 0.05% | 222 |
|
|
2024
Q3 | $436K | Sell |
9,093
-87
| -0.9% | -$4.17K | 0.04% | 231 |
|
|
2024
Q2 | $422K | Hold |
9,180
| – | – | 0.04% | 233 |
|
|
2024
Q1 | $426K | Buy |
+9,180
| New | +$426K | 0.04% | 233 |
|