MTWM
Masso Torrence Wealth Management’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
131,406
+9,890
| +8% | +$503K | 3.09% | 10 |
|
|
2025
Q1 | $6.15M | Buy |
121,516
+16,759
| +16% | +$849K | 3.29% | 8 |
|
|
2024
Q4 | $5.26M | Buy |
104,757
+15,021
| +17% | +$754K | 2.76% | 12 |
|
|
2024
Q3 | $4.56M | Buy |
89,736
+5,806
| +7% | +$295K | 2.46% | 14 |
|
|
2024
Q2 | $4.18M | Buy |
83,930
+4,567
| +6% | +$227K | 2.32% | 15 |
|
|
2024
Q1 | $3.95M | Buy |
79,363
+6,709
| +9% | +$334K | 2.35% | 13 |
|
|
2023
Q4 | $3.6M | Buy |
72,654
+8,949
| +14% | +$444K | 2.46% | 12 |
|
|
2023
Q3 | $3.12M | Buy |
63,705
+1,149
| +2% | +$56.2K | 2.4% | 13 |
|
|
2023
Q2 | $3.06M | Buy |
62,556
+3,029
| +5% | +$148K | 2.21% | 14 |
|
|
2023
Q1 | $2.92M | Sell |
59,527
-10,236
| -15% | -$502K | 2.31% | 13 |
|
|
2022
Q4 | $3.39M | Buy |
69,763
+13,559
| +24% | +$660K | 2.7% | 9 |
|
|
2022
Q3 | $2.72M | Buy |
56,204
+2,121
| +4% | +$103K | 2.4% | 14 |
|
|
2022
Q2 | $2.65M | Sell |
54,083
-1,886
| -3% | -$92.4K | 2.33% | 17 |
|
|
2022
Q1 | $2.79M | Buy |
55,969
+6,597
| +13% | +$329K | 2.23% | 15 |
|
|
2021
Q4 | $2.53M | Buy |
+49,372
| New | +$2.53M | 1.77% | 16 |
|