Advisornet Financial’s V2X VVX Stock Holding History

Advisornet Financial’s Portfolio VVX Stock Details VVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-27	Closed	-$1K	–	2172
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	1945
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1976
2021 Q3	$1K	Sell	27 -12	-31%	-$567	﹤0.01%	1846
2021 Q2	$2K	Hold	39	–	–	﹤0.01%	1714
2021 Q1	$2K	Hold	39	–	–	﹤0.01%	1660
2020 Q4	$2K	Hold	39	–	–	﹤0.01%	1567
2020 Q3	$1K	Hold	39	–	–	﹤0.01%	1685
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	1622
2020 Q1	$2K	Buy	39 +27	+225%	+$1.38K	﹤0.01%	1605
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1796
2019 Q3	$0	Hold	12	–	–	﹤0.01%	1979
2019 Q2	$0	Hold	12	–	–	﹤0.01%	1804
2019 Q1	$0	Hold	12	–	–	﹤0.01%	1673
2018 Q4	$0	Hold	12	–	–	﹤0.01%	1591
2018 Q3	$0	Sell	12 -1	-8%	-$32	﹤0.01%	1643
2018 Q2	$0	Buy	13 +1	+8%	+$34	﹤0.01%	1658
2018 Q1	$0	Buy	+12	New	+$388	﹤0.01%	1469

Other funds holding VVX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return