A detailed history of Beacon Financial Advisory LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 37,895 shares of USVM stock, worth $3.3 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
37,895
Previous 26,877 40.99%
Holding current value
$3.3 Million
Previous $2.29 Million 39.59%
% of portfolio
1.14%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$83.49 - $92.09 $919,892 - $1.01 Million
11,018 Added 40.99%
37,895 $3.19 Million
Q3 2024

Oct 30, 2024

BUY
$76.8 - $85.09 $1.2 Million - $1.33 Million
15,589 Added 138.1%
26,877 $2.29 Million
Q2 2024

Jul 26, 2024

BUY
$74.23 - $80.3 $837,908 - $906,426
11,288 New
11,288 $877,000

Others Institutions Holding USVM

About VICTORY PORTFOLIOS II VICTORYS


  • Ticker USVM
  • Sector ETFs
  • Industry ETFs
More about USVM
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.