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Victory Portfolios Ii shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $249k 7.3k 34.09
2024-09-30 $242k 7.3k 33.30

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg High Y (JNK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Schwallier Wealth Management

Top funds holding Victory Portfolios Ii

LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Miracle Mile Advisors
Victory Capital Management
Envestnet Asset Management
Traphagen Investment Advisors
Morgan Stanley
Great Valley Advisor Group
Raymond James Financial
Intl Fcstone
Wells Fargo & Company
Krilogy Financial
Sanctuary Advisors

View all funds holding Victory Portfolios Ii