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Arkadios Wealth Advisors’s V2X VVX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-400
Closed -$20K – 1764
2021
Q3 		$20K Hold
400
– – ﹤0.01% 1221
2021
Q2 		$19K Buy
+400
New +$20.6K ﹤0.01% 1314
2020
Q1 		– Sell
-22
Closed -$1.27K – 1309
2019
Q4 		$1.27K Buy
+22
New +$1.06K ﹤0.01% 860

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Arkadios Wealth Advisors's VVX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of V2X (VVX) in Q4 2021, closing a stake of 400 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in VVX in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 159 funds tracked by Wall St. Rank hold VVX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining V2X position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 400 V2X shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in V2X in Q4 2019 and held it in 3 quarters.
  • Arkadios Wealth Advisors's V2X position peaked at $20K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held V2X as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.