Allworth Financial’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.2K | Buy |
529
+30
| +6% | +$2.03K | ﹤0.01% | 2565 |
|
|
2025
Q4 | $27.2K | Buy |
499
+68
| +16% | +$3.83K | ﹤0.01% | 2602 |
|
|
2025
Q3 | $25K | Buy |
431
+3
| +0.7% | +$160 | ﹤0.01% | 2566 |
|
|
2025
Q2 | $20.8K | Sell |
428
-46
| -10% | -$2.19K | ﹤0.01% | 2491 |
|
|
2025
Q1 | $23.4K | Buy |
474
+73
| +18% | +$3.58K | ﹤0.01% | 1982 |
|
|
2024
Q4 | $21.7K | Hold |
401
| – | – | ﹤0.01% | 2038 |
|
|
2024
Q3 | $22.4K | Sell |
401
-7
| -2% | -$357 | ﹤0.01% | 1836 |
|
|
2024
Q2 | $20.6K | Hold |
408
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q1 | $19.1K | Buy |
408
+67
| +20% | +$2.74K | ﹤0.01% | 1800 |
|
|
2023
Q4 | $15.8K | Hold |
341
| – | – | ﹤0.01% | 1767 |
|
|
2023
Q3 | $17.6K | Hold |
341
| – | – | ﹤0.01% | 1607 |
|
|
2023
Q2 | $16.9K | Sell |
341
-166
| -33% | -$7.24K | ﹤0.01% | 1643 |
|
|
2023
Q1 | $20.1K | Hold |
507
| – | – | ﹤0.01% | 1446 |
|
|
2022
Q4 | $20.9K | Buy |
507
+11
| +2% | +$436 | ﹤0.01% | 1344 |
|
|
2022
Q3 | $18K | Buy |
496
+330
| +199% | +$11.5K | ﹤0.01% | 1352 |
|
|
2022
Q2 | $6K | Hold |
166
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q1 | $6K | Hold |
166
| – | – | ﹤0.01% | 1609 |
|
|
2021
Q4 | $8K | Hold |
166
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 1417 |
|
|
2021
Q2 | $8K | Hold |
166
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q4 | $8K | Hold |
166
| – | – | ﹤0.01% | 898 |
|
|
2020
Q3 | $6K | Hold |
166
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $8K | Hold |
166
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $7K | Hold |
166
| – | – | ﹤0.01% | 805 |
|
|
2019
Q4 | $9K | Buy |
+166
| New | +$8.01K | ﹤0.01% | 678 |
|
Other funds holding VVX
AL
RP
VCM
OAM
