Planned Solutions’s Victory Capital Holdings VCTR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+3,281	New	+$209K	0.08%	116
2024 Q4	–	Sell	-1,110	Closed	-$61.5K	–	613
2024 Q3	$61.5K	Buy	+1,110	New	+$61.5K	0.02%	277