Victory Portfolios Ii shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Victory Portfolios Ii (UBND) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Victory Portfolios Ii
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Quarterly reported holdings in Victory Portfolios Ii by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92M | 4.2M | 22.05 |
| 2025-06-30 | $89M | 4.1M | 21.85 |
| 2025-03-31 | $89M | 4.1M | 21.80 |
| 2024-12-31 | $74M | 3.4M | 21.37 |
| 2024-09-30 | $65M | 2.9M | 22.25 |
| 2024-06-30 | $54M | 2.5M | 21.40 |
| 2024-03-31 | $37M | 1.7M | 21.57 |
| 2023-12-31 | $16M | 755k | 21.71 |
| 2023-09-30 | $272k | 13k | 20.71 |
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