Planning Directions’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	$10.7M	Sell	227,341 -1,482	-0.6%	-$69.8K	6.02%	4
2025 Q1	$10.7M	Buy	228,823 +11,828	+5%	+$555K	4.59%	4
2024 Q4	$9.97M	Buy	216,995 +49,673	+30%	+$2.28M	5.79%	5
2024 Q3	$8.02M	Buy	167,322 +134,911	+416%	+$6.47M	4.78%	5
2024 Q2	$1.49M	Buy	+32,411	New	+$1.49M	1.02%	20