Napa Wealth Management VICTORY PORTFOLIOS II Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Number of Shares
40,204
Previous 79,398 49.36%
Holding current value
$1.42 Billion
Previous $2.72 Billion 47.78%
% of portfolio
0.68%
Previous 1.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-39,194 Reduced 49.36%
40,204 $1.42 Billion
Q1 2025

May 14, 2025
BUY
N/A
34,575 Added 77.14%
79,398 $2.72 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
44,823 New
44,823 $1.53 Billion
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