Goldstein Advisors, LLC UITB holdings history
VICTORYSHARES CORE INTERMEDI · CUSIP 92647N527 · CIK 1963807
As of 2026-06-30, Goldstein Advisors, LLC reported 7.66K UITB (shares), valued at $358.78K, or 0.03% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 3.16%; reported value decreased 3.53%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.03% | 7,660 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 0.04% | 7,910 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.04% | 7,952 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.05% | 7,942 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 0.05% | 8,026 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.07% | 9,553 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 0.06% | 9,319 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 0.07% | 9,664 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 0.09% | 12,052 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 0.19% | 24,353 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 4.65% | 588,065 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 6.30% | 677,223 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.30% | 677,223 | $30.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 4.65% | 588,065 | $27.59M | Shares decreased 13.17%; reported value decreased 8.55%, and weight changed -1.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.19% | 24,353 | $1.13M | Shares decreased 95.86%; reported value decreased 95.91%, and weight changed -4.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.09% | 12,052 | $554.51K | Shares decreased 50.51%; reported value decreased 50.91%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 0.07% | 9,664 | $463.20K | Shares decreased 19.81%; reported value decreased 16.47%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 0.06% | 9,319 | $428.30K | Shares decreased 3.57%; reported value decreased 7.53%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.07% | 9,553 | $448.42K | Shares increased 2.51%; reported value increased 4.70%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.05% | 8,026 | $377.78K | Shares decreased 15.98%; reported value decreased 15.75%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.05% | 7,942 | $377.40K | Shares decreased 1.05%; reported value decreased 0.10%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 0.04% | 7,952 | $376.56K | Shares increased 0.13%; reported value decreased 0.22%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.04% | 7,910 | $371.90K | Shares decreased 0.53%; reported value decreased 1.24%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 0.03% | 7,660 | $358.78K | Shares decreased 3.16%; reported value decreased 3.53%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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