Beacon Financial Advisory LLC Victory Portfolios Ii Victorys Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

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 28,434 shares of USVM stock, worth $2.53 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

28,434

Previous 46,335 38.63%

Holding current value

$2.53 Million

Previous $3.89 Million 33.86%

% of portfolio

0.69%

Previous 1.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$82.3 - $90.8 $1.47 Million - $1.63 Million	-17,901 Reduced 38.63%	28,434 $2.57 Million
Q2 2025 Jul 22, 2025	SELL	$69.28 - $84.0 $81,611 - $98,952	-1,178 Reduced 2.48%	46,335 $3.89 Million
Q1 2025 Apr 24, 2025	BUY	$76.56 - $88.03 $736,354 - $846,672	9,618 Added 25.38%	47,513 $3.74 Million
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

# of Institutions

Shares Held

11.5M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II VICTORYS

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Beacon Financial Advisory LLC Victory Portfolios Ii Victorys Transaction History