Ownership history in Anderson Financial Strategies, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in VICTORY PORTFOLIOS II (USVM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 86,077 | +1,279 | +1.5% | 4.56% | $7.9M | $90.98 |
| 2025 Q3 | REDUCED | 84,798 | -1,067 | -1.2% | 4.55% | $7.7M | $89.62 |
| 2025 Q2 | REDUCED | 85,865 | -920 | -1.1% | 4.61% | $7.2M | $82.56 |
| 2025 Q1 | INITIATED | 86,785 | — | — | 4.18% | $6.8M | $77.15 |
As of 2025 Q4 — sorted by position size