BWM
VG

Buckley Wealth Management’s Vonage Holdings Corporation VG Stock Holding History

Buckley 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
2018
Q1 		– Sell
-18,400
Closed -$187K – 169
2017
Q4 		$187K Buy
+18,400
New +$168K 0.09% 161

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AllianceBernstein
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Buckley Wealth Management's VG Position: Q1 2018 in Review

Buckley Wealth Management sold out of Vonage Holdings Corporation (VG) in Q1 2018, closing a stake of 18,400 shares — an estimated $187K sold.

Buckley Wealth Management first reported a position in VG in Q4 2017 and held it in 1 quarter. The position peaked at $187K in Q4 2017. 272 funds tracked by Wall St. Rank hold VG as of Q1 2018.

  • Buckley Wealth Management reported no remaining Vonage Holdings Corporation position as of Q1 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 18,400 Vonage Holdings Corporation shares in Q1 2018, an estimated $187K.
  • Buckley Wealth Management first reported a position in Vonage Holdings Corporation in Q4 2017 and held it in 1 quarter.
  • Buckley Wealth Management's Vonage Holdings Corporation position peaked at $187K in Q4 2017.
  • 272 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q1 2018.

Based on Buckley Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.