Berman Capital Advisors’s Vonage Holdings Corporation VG Stock Holding History

Berman Capital 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
2021 Q3	$1K	Hold	97	–	–	﹤0.01%	2042
2021 Q2	$1K	Hold	97	–	–	﹤0.01%	1869
2021 Q1	$1K	Hold	97	–	–	﹤0.01%	1748
2020 Q4	$1K	Hold	97	–	–	﹤0.01%	1649
2020 Q3	$0	Hold	97	–	–	﹤0.01%	1878
2020 Q2	$0	Hold	97	–	–	﹤0.01%	1959
2020 Q1	$0	Sell	97 -475	-83%	-$3.87K	﹤0.01%	1810
2019 Q4	$4K	Hold	572	–	–	﹤0.01%	1073
2019 Q3	$6K	Hold	572	–	–	﹤0.01%	922
2019 Q2	$6K	Hold	572	–	–	﹤0.01%	933
2019 Q1	$5K	Buy	572 +115	+25%	+$1.1K	﹤0.01%	898
2018 Q4	$3K	Buy	+457	New	+$5.24K	﹤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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPAM

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

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

Berman Capital Advisors's VG Position: Q3 2021 in Review

Berman Capital Advisors held its Vonage Holdings Corporation (VG) position steady in Q3 2021 at 97 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Berman Capital Advisors first reported a position in VG in Q4 2018 and has held it in 12 quarters since. The position peaked at $6K in Q3 2019. 255 funds tracked by Wall St. Rank hold VG as of Q3 2021.

Berman Capital Advisors held 97 shares of Vonage Holdings Corporation worth $1K as of Q3 2021.
Berman Capital Advisors left its Vonage Holdings Corporation share count unchanged in Q3 2021.
Vonage Holdings Corporation made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2042 holding.
Berman Capital Advisors first reported a position in Vonage Holdings Corporation in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Vonage Holdings Corporation position peaked at $6K in Q3 2019.
255 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.