Ownership history in REDW Wealth LLC · 8 quarters on record
This page tracks every 13F SEC filing in which REDW Wealth LLC reported a position in VICTORY PORTFOLIOS II (USTB). 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 | 63,296 | +31,800 | +101.0% | 1.23% | $3.2M | $50.44 |
| 2025 Q3 | ADDED | 31,496 | +22,600 | +254.0% | 0.61% | $1.6M | $49.84 |
| 2025 Q2 | ADDED | 8,896 | +792 | +9.8% | 0.18% | $452K | $49.11 |
| 2025 Q1 | ADDED | 8,104 | +2,305 | +39.7% | 0.15% | $410K | $48.38 |
| 2024 Q4 | REDUCED | 5,799 | -1,001 | -14.7% | 0.10% | $291K | $47.54 |
| 2024 Q3 | REDUCED | 6,800 | -2,670 | -28.2% | 0.09% | $346K | $47.42 |
| 2024 Q2 | ADDED | 9,470 | +200 | +2.2% | 0.12% | $472K | $45.89 |
| 2024 Q1 | INITIATED | 9,270 | — | — | 0.12% | $462K | — |
As of 2025 Q4 — sorted by position size