Schwallier Wealth Management LLC VICTORY PORTFOLIOS II Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025
Number of Shares
7,353
Previous 14,656 49.83%
Holding current value
$260 Million
Previous $502 Million 48.26%
% of portfolio
0.16%
Previous 0.37%

Shares

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

Aug 14, 2025
SELL
N/A
-7,303 Reduced 49.83%
7,353 $260 Million
Q1 2025

Aug 14, 2025
BUY
N/A
7,351 Added 100.63%
14,656 $502 Million
Q4 2024

Feb 14, 2025
BUY
N/A
27 Added 0.37%
7,305 $249 Million
Q3 2024

Nov 07, 2024
BUY
N/A
7,278 New
7,278 $242 Million
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