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Aspetuck Financial Management’s VirnetX Holding Corp VHC Stock Holding History

Aspetuck Financial Management’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$2.35K – 184
2024
Q4 		$2.35K Buy
+300
New +$1.75K ﹤0.01% 191

Other funds holding VHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aspetuck Financial Management's VHC Position: Q1 2025 in Review

Aspetuck Financial Management sold out of VirnetX Holding Corp (VHC) in Q1 2025, closing a stake of 300 shares — an estimated $2.35K sold.

Aspetuck Financial Management first reported a position in VHC in Q4 2024 and held it in 1 quarter. The position peaked at $2.35K in Q4 2024. 29 funds tracked by Wall St. Rank hold VHC as of Q1 2025.

  • Aspetuck Financial Management reported no remaining VirnetX Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 300 VirnetX Holding Corp shares in Q1 2025, an estimated $2.35K.
  • Aspetuck Financial Management first reported a position in VirnetX Holding Corp in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's VirnetX Holding Corp position peaked at $2.35K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.