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AF
Allworth Financial’s
Vaalco Energy
EGY
Stock Holding History
Allworth Financial’s Portfolio
EGY Stock Details
EGY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$14.8K
Hold
2,335
–
–
﹤0.01%
3204
2025
Q4
$8.5K
Buy
2,335
+87
+4%
+$322
﹤0.01%
3383
2025
Q3
$9.04K
Hold
2,248
–
–
﹤0.01%
3208
2025
Q2
$8.12K
Sell
2,248
-140
-6%
-$486
﹤0.01%
2992
2025
Q1
$8.21K
Buy
2,388
+453
+23%
+$1.89K
﹤0.01%
2511
2024
Q4
$8.55K
Buy
1,935
+168
+10%
+$893
﹤0.01%
2503
2024
Q3
$10.1K
Hold
1,767
–
–
﹤0.01%
2247
2024
Q2
$12K
Hold
1,767
–
–
﹤0.01%
2149
2024
Q1
$12.3K
Hold
1,767
–
–
﹤0.01%
2017
2023
Q4
$7.93K
Hold
1,767
–
–
﹤0.01%
2073
2023
Q3
$7.76K
Hold
1,767
–
–
﹤0.01%
1937
2023
Q2
$6.64K
Buy
1,767
+262
+17%
+$1.07K
﹤0.01%
1995
2023
Q1
$6.82K
Hold
1,505
–
–
﹤0.01%
1929
2022
Q4
$6.86K
Buy
+1,505
New
+$7.56K
﹤0.01%
1800
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$5.7T AUM
30.48%
1-Year Est. Return
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$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
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$4.04T AUM
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
KCM
Kornitzer Capital Management
Shawnee Mission, Kansas
$4.65B AUM
23.83%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
TCM
Tieton Capital Management
Yakima, Washington
$299M AUM
54.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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