Napa Wealth Management VICTORY PORTFOLIOS II Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Number of Shares
25,919
Previous 40,204 35.53%
Holding current value
$972 Million
Previous $1.42 Billion 31.61%
% of portfolio
0.46%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-14,285 Reduced 35.53%
25,919 $972 Million
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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