AmeriServ Wealth Advisors’s Vonage Holdings Corporation VG Stock Holding History

AmeriServ Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-20,000	Closed	-$201K	–	77
2019 Q1	$201K	Hold	20,000	–	–	0.42%	62
2018 Q4	$175K	Hold	20,000	–	–	0.44%	60
2018 Q3	$283K	Hold	20,000	–	–	0.35%	56
2018 Q2	$258K	Hold	20,000	–	–	0.35%	60
2018 Q1	$213K	Hold	20,000	–	–	0.24%	67
2017 Q4	$204K	Buy	+20,000	New	+$183K	0.2%	68
2016 Q4	–	Sell	-10,000	Closed	-$66K	–	76
2016 Q3	$66K	Buy	+10,000	New	+$60.1K	0.08%	74

Other funds holding VG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

AmeriServ Wealth Advisors's VG Position: Q2 2019 in Review

AmeriServ Wealth Advisors sold out of Vonage Holdings Corporation (VG) in Q2 2019, closing a stake of 20,000 shares — an estimated $201K sold.

AmeriServ Wealth Advisors first reported a position in VG in Q3 2016 and held it in 7 quarters. The position peaked at $283K in Q3 2018. 262 funds tracked by Wall St. Rank hold VG as of Q2 2019.

AmeriServ Wealth Advisors reported no remaining Vonage Holdings Corporation position as of Q2 2019 after selling out during the quarter.
AmeriServ Wealth Advisors sold 20,000 Vonage Holdings Corporation shares in Q2 2019, an estimated $201K.
AmeriServ Wealth Advisors first reported a position in Vonage Holdings Corporation in Q3 2016 and held it in 7 quarters.
AmeriServ Wealth Advisors's Vonage Holdings Corporation position peaked at $283K in Q3 2018.
262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.