Bartlett & Co Wealth Management’s V2X VVX Stock Holding History

Bartlett & Co Wealth Management’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
2019 Q4	–	Sell	-11	Closed	-$447	–	887
2019 Q3	$447	Buy	+11	New	+$453	﹤0.01%	854

Other funds holding VVX

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bartlett & Co Wealth Management's VVX Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of V2X (VVX) in Q4 2019, closing a stake of 11 shares — an estimated $447 sold.

Bartlett & Co Wealth Management first reported a position in VVX in Q3 2019 and held it in 1 quarter. The position peaked at $447 in Q3 2019. 173 funds tracked by Wall St. Rank hold VVX as of Q4 2019.

Bartlett & Co Wealth Management reported no remaining V2X position as of Q4 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 11 V2X shares in Q4 2019, an estimated $447.
Bartlett & Co Wealth Management first reported a position in V2X in Q3 2019 and held it in 1 quarter.
Bartlett & Co Wealth Management's V2X position peaked at $447 in Q3 2019.
173 funds tracked by Wall St. Rank held V2X as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.