Perigon Wealth Management’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
$373K Buy
7,922
+1,769
+29% +$83.3K 0.01% 767
2025
Q1
$289K Buy
6,153
+793
+15% +$37.2K 0.01% 825
2024
Q4
$246K Buy
+5,360
New +$246K 0.01% 887