SAG
SageView Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,185
| Closed | -$213K | – | 610 |
|
2024
Q3 | $213K | Buy |
+4,185
| New | +$213K | 0.01% | 483 |
|
2024
Q2 | – | Sell |
-6,115
| Closed | -$2.56M | – | 533 |
|
2024
Q1 | $2.56M | Buy |
+6,115
| New | +$2.56M | 0.13% | 96 |
|
2023
Q4 | – | Sell |
-4,227
| Closed | -$207K | – | 607 |
|
2023
Q3 | $207K | Sell |
4,227
-89
| -2% | -$4.35K | 0.01% | 499 |
|
2023
Q2 | $211K | Sell |
4,316
-1,780
| -29% | -$87K | 0.01% | 524 |
|
2023
Q1 | $299K | Sell |
6,096
-1,584
| -21% | -$77.7K | 0.02% | 387 |
|
2022
Q4 | $374K | Buy |
+7,680
| New | +$374K | 0.03% | 288 |
|