Bogart Wealth, LLC UITB Holdings History
Bogart Wealth, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 1.80 Mil shares of VICTORY PTF II(UITB), totaling $84.57 Mil. This investment constitutes 3.99% of their stock portfolio, and Bogart Wealth, LLC now holds 3.45% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2021Q4. And since then Bogart Wealth, LLC has made 9 purchases of UITB, at an average price of $46.09, for a total of 1.80 Mil shares. In addition, there have been 1 sales at an average price of $51.04 for 111.00 shares. Based on historical transaction data and UITB's current price of $46.78, Bogart Wealth, LLC's estimated gain on his UITB holdings is $1.23 Mil, reflecting a 1.49% gain to date.
Bogart Wealth, LLC UITB ($46.78) Holding Chart
Bogart Wealth, LLC UITB ($46.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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