Bartlett & Co Wealth Management’s Vonage Holdings Corporation VG Stock Holding History

Bartlett & Co Wealth Management’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
2021 Q1	–	Sell	-100	Closed	-$1.29K	–	1237
2020 Q4	$1.29K	Hold	100	–	–	﹤0.01%	1001
2020 Q3	$1.02K	Hold	100	–	–	﹤0.01%	810
2020 Q2	$1.01K	Hold	100	–	–	﹤0.01%	814
2020 Q1	$723	Hold	100	–	–	﹤0.01%	809
2019 Q4	$741	Hold	100	–	–	﹤0.01%	835
2019 Q3	$1.13K	Buy	+100	New	+$1.27K	﹤0.01%	842

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

LPAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Bartlett & Co Wealth Management's VG Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Vonage Holdings Corporation (VG) in Q1 2021, closing a stake of 100 shares — an estimated $1.29K sold.

Bartlett & Co Wealth Management first reported a position in VG in Q3 2019 and held it in 6 quarters. The position peaked at $1.29K in Q4 2020. 262 funds tracked by Wall St. Rank hold VG as of Q1 2021.

Bartlett & Co Wealth Management reported no remaining Vonage Holdings Corporation position as of Q1 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 100 Vonage Holdings Corporation shares in Q1 2021, an estimated $1.29K.
Bartlett & Co Wealth Management first reported a position in Vonage Holdings Corporation in Q3 2019 and held it in 6 quarters.
Bartlett & Co Wealth Management's Vonage Holdings Corporation position peaked at $1.29K in Q4 2020.
262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.