CAPTRUST Financial Advisors’s Vonage Holdings Corporation VG Stock Holding History

CAPTRUST Financial 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
2022 Q3	–	Sell	-12,373	Closed	-$233K	–	4736
2022 Q2	$233K	Sell	12,373 -545	-4%	-$10.4K	﹤0.01%	1589
2022 Q1	$262K	Buy	12,918 +4,980	+63%	+$102K	﹤0.01%	1536
2021 Q4	$165K	Buy	7,938 +609	+8%	+$11.1K	﹤0.01%	1779
2021 Q3	$118K	Sell	7,329 -444	-6%	-$6.44K	﹤0.01%	1939
2021 Q2	$112K	Sell	7,773 -326	-4%	-$4.45K	﹤0.01%	1951
2021 Q1	$96K	Buy	8,099 +7,604	+1,536%	+$99K	﹤0.01%	1991
2020 Q4	$6K	Buy	495 +265	+115%	+$3.23K	﹤0.01%	2814
2020 Q3	$2K	Buy	+230	New	+$2.55K	﹤0.01%	2849

Other funds holding VG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CAPTRUST Financial Advisors's VG Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Vonage Holdings Corporation (VG) in Q3 2022, closing a stake of 12,373 shares — an estimated $233K sold.

CAPTRUST Financial Advisors first reported a position in VG in Q3 2020 and held it in 8 quarters. The position peaked at $262K in Q1 2022. 2 funds tracked by Wall St. Rank hold VG as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Vonage Holdings Corporation position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 12,373 Vonage Holdings Corporation shares in Q3 2022, an estimated $233K.
CAPTRUST Financial Advisors first reported a position in Vonage Holdings Corporation in Q3 2020 and held it in 8 quarters.
CAPTRUST Financial Advisors's Vonage Holdings Corporation position peaked at $262K in Q1 2022.
2 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.