Patriot Financial Group Insurance Agency’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
26,620
+2,640
| +11% | +$124K | 0.14% | 172 |
|
|
2025
Q1 | $1.13M | Sell |
23,980
-7,138
| -23% | -$335K | 0.15% | 168 |
|
|
2024
Q4 | $1.43M | Sell |
31,118
-111,209
| -78% | -$5.11M | 0.19% | 119 |
|
|
2024
Q3 | $6.82M | Buy |
142,327
+4,839
| +4% | +$232K | 0.92% | 19 |
|
|
2024
Q2 | $6.33M | Sell |
137,488
-7,801
| -5% | -$359K | 0.93% | 19 |
|
|
2024
Q1 | $6.74M | Buy |
145,289
+53,517
| +58% | +$2.48M | 1.07% | 17 |
|
|
2023
Q4 | $4.31M | Buy |
91,772
+21,528
| +31% | +$1.01M | 0.81% | 20 |
|
|
2023
Q3 | $3.13M | Buy |
70,244
+21,132
| +43% | +$941K | 0.65% | 30 |
|
|
2023
Q2 | $2.26M | Buy |
49,112
+13,670
| +39% | +$630K | 0.43% | 48 |
|
|
2023
Q1 | $1.65M | Buy |
+35,442
| New | +$1.65M | 0.34% | 65 |
|