Toth Financial Advisory Corp Usaa ETF Tr Core Intermediate Transaction History

Toth Financial Advisory Corp

$817 Million
Q4 2024

A detailed history of Toth Financial Advisory Corp transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Toth Financial Advisory Corp holds 133,914 shares of UITB stock, worth $6.28 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

133,914

Previous 107,247 24.87%

Holding current value

$6.28 Million

Previous $5.14 Million 19.73%

% of portfolio

0.75%

Previous 0.62%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$45.83 - $48.07 $1.22 Million - $1.28 Million	26,667 Added 24.87%	133,914 $6.15 Million
Q3 2024 Oct 21, 2024	BUY	$45.71 - $48.29 $629,655 - $665,194	13,775 Added 14.74%	107,247 $5.14 Million
Q2 2024 Jul 16, 2024	BUY	$45.08 - $46.44 $396,433 - $408,393	8,794 Added 10.39%	93,472 $4.3 Million
Q1 2024 Apr 16, 2024	BUY	$45.85 - $47.11 $1.02 Million - $1.05 Million	22,303 Added 35.76%	84,678 $3.93 Million
Q4 2023 Jan 26, 2024	BUY	$43.37 - $47.09 $996,642 - $1.08 Million	22,980 Added 58.33%	62,375 $2.93 Million
Q3 2023 Oct 12, 2023	BUY	$44.41 - $46.28 $283,291 - $295,220	6,379 Added 19.32%	39,395 $1.75 Million
Q2 2023 Jul 24, 2023	BUY	$45.79 - $47.17 $233,849 - $240,897	5,107 Added 18.3%	33,016 $1.52 Million
Q1 2023 Apr 24, 2023	BUY	$45.26 - $47.34 $378,418 - $395,809	8,361 Added 42.77%	27,909 $1.3 Million
Q4 2022 Jan 24, 2023	BUY	$43.97 - $46.71 $263,995 - $280,446	6,004 Added 44.33%	19,548 $0
Q3 2022 Oct 14, 2022	SELL	$44.7 - $48.39 $422,593 - $457,479	-9,454 Reduced 41.11%	13,544 $609,000
Q2 2022 Jul 25, 2022	SELL	$46.18 - $49.56 $620,890 - $666,334	-13,445 Reduced 36.89%	22,998 $1.09 Million
Q1 2022 Apr 26, 2022	SELL	$49.28 - $52.67 $1.53 Million - $1.64 Million	-31,120 Reduced 46.06%	36,443 $1.81 Million
Q4 2021 Jan 31, 2022	SELL	$52.8 - $53.71 $357,931 - $364,100	-6,779 Reduced 9.12%	67,563 $3.58 Million
Q3 2021 Oct 20, 2021	BUY	$53.49 - $54.39 $100,668 - $102,361	1,882 Added 2.6%	74,342 $3.98 Million
Q2 2021 Jul 26, 2021	SELL	$52.97 - $53.76 $232,697 - $236,167	-4,393 Reduced 5.72%	72,460 $3.9 Million
Q1 2021 Apr 20, 2021	BUY	$52.74 - $54.48 $181,056 - $187,029	3,433 Added 4.68%	76,853 $4.06 Million
Q4 2020 Jan 25, 2021	BUY	$53.87 - $54.63 $324,028 - $328,599	6,015 Added 8.92%	73,420 $4 Million
Q3 2020 Oct 16, 2020	BUY	$53.86 - $54.88 $863,806 - $880,165	16,038 Added 31.22%	67,405 $3.65 Million
Q2 2020 Jul 14, 2020	BUY	$50.74 - $53.85 $637,497 - $676,571	12,564 Added 32.38%	51,367 $0
Q1 2020 Apr 20, 2020	BUY	$49.42 - $54.25 $1.42 Million - $1.56 Million	28,774 Added 286.91%	38,803 $0
Q4 2019 Jan 27, 2020	BUY	$51.68 - $52.54 $518,298 - $526,923	10,029 New	10,029 $521,000

Others Institutions Holding UITB

# of Institutions

122

Shares Held

47.5M

Call Options Held

Put Options Held

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About USAA ETF TR CORE INTERMEDIATE

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Toth Financial Advisory Corp Usaa ETF Tr Core Intermediate Transaction History